Estate Planning That Fits Your Needs

 

Estate and tax planning isn’t only for wealthy people. If you’ve got anyone depending on you – kids, partners, parents, family members – you want to know that they’re supported in case you're no longer there.

It’s easy to get paralyzed about taking the steps to protect them in case of a family tragedy. But it’s also easy to get help setting things up right. I am dedicated to helping working and middle class families answer the difficult questions, get their legal and financial affairs in order, and feel the relief and joy of finally checking this project off their list.

A good, comprehensive estate plan will help your survivors avoid legal delays and expenses. It can also help ensure that your children are cared for according to your wishes, that your property is protected, and that your preferences are followed if you are incapacitated.

I focus on getting to know you, your family, and your values, then providing detailed and dependable answers to your questions. I prepare Wills, Living Trusts, Powers of Attorney, and Living Wills/Advanced Healthcare Directives. In addition to preparing these documents, I can help you decide on the proper beneficiary designations for your life insurance and your investment, bank, and retirement accounts. Throughout the process I am responsive to your needs and attentive to your values.

I serve residents of Washington D.C. and New York and also offer income tax planning to help you structure your financial life in a way that lets you benefit from all of the tax deductions, exclusions, and credits available to you.

If you have other legal and financial questions, I may be able to help.  Just ask and I'll point you in the right direction.

IMG_3308 (1).JPG