About Our Practice
My current practice grew naturally from that volunteer work, and the satisfaction that came from helping those people in need.
A quality estate plan is about more than completing forms. It is about thoughtful decision-making. I work in partnership with my clients to think through the best of the available options by asking the right questions and getting to heart of my client’s wishes.
The most satisfying part of my job is the sense of accomplishment after a signing ceremony. Often my clients have been thinking about writing their wills and getting updated powers of attorney for years, and they’re relieved having put their estate plans into effect. I enjoy guiding my clients through the decisions that get them to that end goal.
What to expect during your experience.
During our experience together, you will find that communication is one of our strongest values.
Through careful discussions, our clients decide what is important to them and we help them achieve those goals. We listen carefully to their needs and offer up solutions tailored to fit their family and their desires.
It often takes time for our clients to go through the process of deciding what they really want. We typically have two or three conversations before a client sits down to sign documents. We believe this process is necessary for clients to be confident in their decisions.
We’re often introduced to clients during a delicate time in their lives. It’s important that they feel comfortable and secure knowing that we are here to help them in any way that we can.
Why your will matters.
The most basic element of estate planning is a person’s will. While most people are familiar with the concept of a will and its purpose, a customized will, written by an experienced attorney, is a critical tool—even in the simplest estate plan.
If you have used a form to write your will, but you don’t understand the legal jargon used in the form, you don’t know if the will does what you want it to do. This is the biggest failure I see when people use forms to write their own wills.
If you ask them how they want their property to be distributed after they pass away and compare it to the form they used to write the will, they don’t match. Often, they would be better off not having a will than having a will that does the opposite of what they intended.
When to consider advanced planning options.
There are many reasons to consult with your attorney about advanced estate planning options. Depending on the structure of your family and the nature of your assets, you may choose to use a trust in conjunction with other planning tools to achieve your objectives. From privacy to planning for family members with special needs, trusts offer a variety of benefits for you and your family.