As an estate planner it is important for me to ask the right questions and take the time with clients to get the answers. Estate planning is planning for both expected and unexpected life events so when the events happen, you and your family are prepared legally and financially.
There are many estate planning tools available including wills, a wide variety of trusts, powers of attorney and advance directives. There are legal pros and cons to all of the decisions and my role is to listen to clients and advise them about decision making.
From my clients I learned many people fear the word “probate”. My role is to take the fear out of the process. I will help guide you through the process as efficiently as possible.