Estate Planning
In addition to resolving family disputes, I want to help you organize and maximize your estate.
As a CFP since 1989 and a mediator since 1991, and with a background in family disputes pre-dating that, I bring a unique perspective to the table when it comes to transferring property to your heirs in the most efficient and peaceful manner.
I can prepare your will, trusts, powers of attorney, and other estate planning documents.
More importantly, I can help you get organized and stay that way.
Free Legal Guide: Basic Estate Planning
What happens to your stuff when you die? Where does it go? What happens if you become disabled and need help managing your finances or taking care of your physical needs? If you have a will and/or a trust (or multiple trusts), that should answer the question. If you do not, your stuff will pass as prescribed by state “intestacy laws,” which can be complex and may not reflect your wishes. If you own as much as a car, you probably need some estate planning. In this Legal Guide, I explain the legal documents that people must consider when they are planning for death.
Most of my clients are middle class folks with modest estates.
I strive to avoid giving tax advice, not that I’m usually skittish about that sort of thing, but, frankly, the law is so screwed up and in such a state of flux, I hate to take people’s money for giving advice based upon the current status of my crystal ball.
If you have an estate worth more than ten million dollars, I’ll be happy to talk with you, but I’ll also encourage you to get competent tax advice from somebody else.