Estate Planning

At North Shore Elder Law & Estate Planning your estate plan is focused on carrying out your wishes. I understand the importance of protecting your assets and making sure that your loved ones and legal affairs are taken care of when it matters most. I create, prepare and implement estate plans of varying complexity depending on your needs. Whether your goal is to minimize estate taxes, protect your hard-earned assets from potential long-term care costs, or to simply pass on as large an inheritance to your children as possible, I will design a plan to meet your goals. The core documents of an estate plan include a durable power of attorney and health care proxy. Revocable and irrevocable trusts may be added depending on your circumstances. In addition to preparing estate planning documents I assist clients with re-titling accounts, changing beneficiaries and changing deeds so that assets flow in accordance with the estate plan.

I use a flat-rate fee structure because I feel it allows me to provide you with more value and an in-depth process where you don’t have to worry about being charged by the minute or for every phone call or email. Estate planning is about protecting your family and the relationship you and I can build will help us achieve your estate planning goals.