Our Services
Wills
We help clients create legally sound wills that clearly express their wishes for the distribution of assets, care of minor children, and other important matters after death.
Powers of Attorney
I prepare customized Powers of Attorney to ensure that someone you trust is legally empowered to handle your financial, legal, or healthcare decisions if you're ever unable to do so. We guide clients through the options to ensure their wishes are clearly documented and legally enforceable.
Trust Creation
We guide our clients through the process of creating a trust tailored to their specific goals: whether it’s avoiding probate, protecting assets, or providing for loved ones. Then we work with you to properly fund the trust by transferring assets into it.
Probate Court
We represent families through the probate process to ensure that the estate is administered fairly and efficiently. My goal is to make this complex and often emotional process as smooth and straightforward as possible.
Advanced Estate Planning
This includes estate planning for children with disabilities, blended families, etc. I work closely with each client to tailor a plan that works for the financial and family goals.
Miscellaneous
Over the years, we have done work regarding LLC's, special trusts (MAPT, Land, Irrevocable, etc), deed creation, and more.
We offer these services to achieve our primary goal:
to give you peace of mind, knowing your affairs are in order.
Like what you see? Get in touch to learn more.
We host seminars along with the Wall Street Financial Group in Marion, IL to provide an opportunity for learning about how to prepare for retirement and asset distribution after death.
Learn about the importance of having an estate plan by watching this brief video.
Just 2 minutes to possibly save years of headache.