Services

Families with Children

Guardianship and conservatorship nominations in your will
Dear Guardian letter—express your wishes for your children (schooling, visitation with other family, etc.) in a letter to their guardian
Designation of temporary guardian for extended time away or in case of illness or incapacity
Blended family considerations: how to provide for a spouse and children of a previous relationship
Plan for the Graduate: documents for your 18+ children, including a health care proxy, durable power of attorney, and HIPAA release

Asset/Estate plan harmonization: I will work together with your bank, financial advisor, or wealth manager to make sure the manner in which you hold your assets works in conjunction with your new estate plan, and do the work necessary to fund any trust we may set up for you

If you have a taxable estate and would like to minimize your tax burden, I can help with strategies to preserve more assets for your loved ones

Specific requests of your caregivers in the event you suffer from severe dementia, including Alzheimer’s

Provide for a loved one with a disability
Preserve eligibility for governmental benefits for a loved one or yourself, including the use of a special needs trust and/or ABLE account

Preserve assets from the cost of long term health care, or the cost of a nursing home, including discussions of gifting, deeds with life estate, trusts

Provide specific authority in your durable power of attorney, will, and trust for your agent to consent to disclosure of digital assets and allow for access
Planning for hot and cold wallet storage of cryptocurrency