“It is up to us to live up to the legacy that was left for us, and to leave a legacy that is worthy of our children and of future generations.”
– Christine Gregoire
Protecting and preserving legacies.
I know and respect that a lifetime of work and achievement are what
makes up an estate, and that individuals generally have a clear vision for their legacy. I work with a broad range of clients in attaining their goals for wealth preservation and estate planning. Whether you have a high net worth or you are someone with average financial circumstances you share an objective – to ensure that your wishes are followed while keeping taxes and probate fees to a minimum. It’s also important to ensure that you have avoided any potential delays in administering your estate to your beneficiaries.
There are a number of issues that can impact your ability to pass on the assets you have spent a lifetime creating. My experience in estate planning can assist you in successfully addressing these potential issues so that nothing stands in the way of transferring your estate as you have wished and desired.
What does the process entail?
I will meet with you to assess your wishes regarding the distribution of your assets to your loved ones in the form of a Will.
I will advise you on methods to reduce probate related delays in administering estates.
I will advise you on how to structure your estate plan to reduce probate costs and taxes.
I will draft enduring powers of attorney and personal directives to ensure that your needs are met over the long-term
To get started, please download and complete our questionnaires, then return them to our office by fax, email, or drop them off: