Estate Planning
-
Patient Advocate Designations
-
Living Wills
- Powers of Attorney
- Wills
- Living Trusts
- Charitable Trusts
- Insurance Trusts
- Grantor Retained Annuity Trusts
- Personal Residence Trusts
- Family Limited Partnerships
- Pre and Post Nuptial Agreements
I analyze and give recommendations to minimize income,
gift, and estate taxes. I can either work alone with individual clients,
or in conjunction with accountants, financial planners, stock brokers,
insurance agents, trust officers, or other professional to best develop
the best plan for the client.