Estate Planning

Education is the most important first step in the Estate Planning process.  I strive to help people understand how estate planning works including the complex terms and documents.  After a brief education, I can help people to make estate planning decisions and counsel them.  

I cover charitable giving planning, assist with signing documents with a notary, transferring assets to the trust, work with your financial advisors, insurance representatives, and CPA, existing estate planning reviews and updates.