SERVICES

As your attorney, I pride myself on working closely with each of my clients to provide the best possible results in the following practice areas:

ESTATE ADMINISTRATION 
Administering an estate is a time-consuming and difficult procedure, especially during a stressful and difficult period. As your attorney, I will guide you through the estate administration process and assist you as the Executor (if there is a Will) or Administrator (if there is no Will), with the estate you are overseeing. This would include assistance with all court filings, transferring and/or selling the decedent’s real property, payment of last debts, preparing and filing estate tax returns, filing insurance claims, and closing bank and brokerage accounts.

ESTATE PLANNING
The term “estate” refers to anything that is owned by an individual at the time of his or her death, such as bank and brokerage accounts, real property, artwork, jewelry, or even a guitar collection. Planning your estate can therefore be of benefit to most people, by helping individuals pass on their assets to loved ones with the proper estate planning. Regardless of your economic situation, it is important to form a plan that protects and preserves your estate. 

WILLS

It is important to prepare a Last Will and Testament to document your final wishes, whether you are married or single, are experiencing a life changing event such as the birth of a child or the purchase of a new home, or you simply want to ensure your estate passes to your loved ones. As your attorney, I provide expert advice by reviewing your overall financial situation, discussing death tax implications, assisting with your choice of fiduciary (executor, trustee, and/or guardian) and suggesting lifetime transfers of property. In doing this, your loved ones are provided for, your assets are assigned, and the correct individuals or entities benefit from your estate.

TRUSTS  
Trusts are not only beneficial to those with vast wealth. Individuals may create an “inter-vivos” trust (one created during lifetime) or a “testamentary trust” (one created utilizing their Last Will and Testament) as a means of transferring assets and providing for loved ones. By preparing your trust, I will assist you in protecting your assets from estate taxes, creditors or other claimants. Your trust also dictates how and when a beneficiary receives assets. Many clients utilize an inter-vivos trust strictly to avoid probate (a time-consuming and often expensive court procedure) by transferring assets into the trust while they are alive. Trusts are tailored to fit a client's specific needs, again ensuring assets are transferred to the client's intended beneficiaries. 

Advance Directives:

1. Power of Attorney
A Power of Attorney allows you to nominate someone (an “agent”) to make financial decisions on your behalf should you become mentally or physically incapacitated. It provides reassurance in knowing someone you trust will step in your shoes and act for you in handling your financial affairs.

2. Health Care Proxy
A Health Care Proxy allows you to name a person (an “agent") to make your health care decisions on your behalf should you become mentally or physically incapacitated. In essence, the agent steps in your shoes to ensure that you’ll receive the health care you require should you be unable to do so directly.

3. Living Will
A Living Will allows you to dictate your preferences and desires regarding life-prolonging medical treatments. In this document, you specify the type of care you may or may not want at the end of life. Having this document in place assures that these difficult decisions will be met. Consequently, those decisions are made easier for your loved ones. 

REAL ESTATE CLOSINGS - representing both residential buyers and sellers at cooperative, condominium and single-family home closings.