Customized Estate Planning Services

Planning for the future is one of the most thoughtful gifts you can give to your loved ones. Estate planning isn’t just for the wealthy—it’s for anyone who wants to ensure their wishes are honored and that their family is taken care of in the event of illness, incapacity, or death.

As an experienced estate planning attorney, I am here to help you craft a personalized plan that protects your assets, provides for your family, and gives you peace of mind. Whether you need to create a will, establish a trust, or plan for healthcare decisions, I will guide you through the process with care and expertise.

Estate planning is about more than just distributing your assets—it’s about ensuring that your legacy is protected, and your loved ones are provided for. Without a solid estate plan, the state may decide how your assets are divided and who makes decisions for you if you can’t. Having an estate plan in place ensures that:

• Your assets are distributed according to your wishes.
• Your family is spared the confusion and stress of probate court.
• You have control over who manages your financial and healthcare decisions if you are incapacitated.
• Your loved ones avoid unnecessary legal and financial burdens.

I provide a full range of estate planning services, including:

• Wills – Create a legally-binding will that ensures your wishes are followed when distributing assets.
• Trusts – Establish living trusts, irrevocable trusts, or special needs trusts to protect your assets and minimize taxes.
• Durable Power of Attorney – Designate a trusted person to manage your financial matters if you become incapacitated.
• Health Care Power of Attorney - Ensure a trusted indiviual is there to take care of the most impostant decisions if you or an eldely family member is not able to.
• Healthcare Directives – Appoint someone to make healthcare decisions on your behalf in case you’re unable to communicate your wishes.
• Guardianship Designations – Appoint guardians for your minor children or dependents, ensuring their care is handled according to your wishes.
• Business Succession Planning – Plan for the future of your business, ensuring a smooth transition of ownership and management.
• Tax Planning – Structure your estate to minimize estate taxes and maximize the wealth passed on to your heirs.

• Personalized Attention – I take the time to understand your unique situation and goals, so your estate plan aligns with your specific needs.
• Experienced & Knowledgeable – With years of experience in estate planning, I’m well-versed in both the legal complexities and the real-life considerations that come with preparing for the future.
• Clear & Transparent Process – Estate planning can seem overwhelming, but I’m here to break it down into easy-to-understand steps, ensuring you feel comfortable and confident with your plan.
• Empathy & Care – I understand that thinking about the future can be difficult, but having a solid plan in place will provide you and your family with peace of mind. I approach every client with compassion, knowing how important these decisions are.

Planning today means protecting tomorrow. It’s never too early to start thinking about your estate plan, and I’m here to help guide you through it.

Schedule an Appointment or Contact me today for a free consultation to discuss your estate planning goals and create a comprehensive plan that reflects your wishes.

Call (214) 762-8141 or click the button below to schedule your consultation.

Let’s work together to ensure that your legacy is secure, and your loved ones are cared for.