Estate Preservation

I am dedicated to protecting your wealth for future generations through thoughtful estate planning. I work with you to create a comprehensive plan that ensures your assets are distributed according to your wishes and protects them from unnecessary risks. Whether it’s creating a will or trust, I help you structure your estate to reflect your desires and preserve your wealth.

• Will and Trust Coordination
• Asset Protection Planning
• Beneficiary Designation Review

I review your will, trust, and beneficiary designations to make sure your estate plan is complete and up to date. Additionally, my asset protection planning ensures that your wealth is safeguarded from potential risks like creditors or lawsuits, securing your legacy for future generations.