Estate planning protects your family and provides peace of mind.
But your plan must be ready at the right time.
Keep it. Simple.
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Foundational Planning
Start your estate planning journey with clarity and understanding. Together we’ll dig into your family values, needs, objectives, and concerns. I’ll guide you through your decision-making process, and together we’ll design a foundational estate plan that’s right for you. I’ll clear the fog for you.
Advanced Planning
Most people avoid the conversations that need the most attention. That’s a mistake — especially if your estate is large enough to provide for more than one generation. I’ll shine light on multigenerational planning. Together we’ll collaborate on clear, simple plans that protect and provide for your family for years to come.
Charitable Planning
Whether you want to make charitable gifts now or train multi-generational stewards of your family wealth, I’ll help you design the right plans for your values and goals. Let’s connect your family’s philanthropic objectives to your planning.
Non-Profit Consulting
Exempt organizations face special administrative and compliance concerns, and few local attorneys have the chops to assist with these. Charitable planning and exempt organization management have been key practice areas for me since I started practicing. Do your organization’s policies and procedures need to be reviewed? Are you starting a new campaign? Looking to build out a development program? Let’s chat.
