Estate Planning, Administration, and Probate

Implementing an estate plan allows you to determine how to distribute assets, authorize medical care, and allocate family responsibilities after you die or become mentally incapacitated. The wealthy are not the only persons that should have estate plans in place. Everyone should consider it a necessity to address these issues. At a minimum, you should put an appropriate health care power of attorney or durable power of attorney in place. Your decision to do so is an act of love for your family, removing from them the burden of determining what you want. Furthermore, it prevents the state from determining the distribution of your assets without regard to your wishes or your beneficiaries’ needs.

As a former Certified Financial Planner ™, I can view the "big picture" when working your estate plan, helping you to understand how the pieces of your financial plan and estate plan interact to achieve your goals. While I do no longer maintain my CFP designation or perform financial advisory services, I  can offer generalized assessments and advice on whether the assets associated with your estate plan are adequately diversified and appropriately titled to achieve your financial and estate planning goals.