Comprehensive Tax and Estate Planning
Ensuring your peace of mind.
Planning for the future doesn't have to be overwhelming or expensive. I provide comprehensive estate planning services designed to give you peace of mind—without breaking the bank.
Whether you're just starting to think about your legacy, updating an existing plan, or want to ensure your child's documents are established while away at college, I work closely with you to ensure your wishes are clearly documented, your loved ones are protected, and your assets are distributed exactly as you intend.
Let’s build a plan that fits your life and your budget.
Wills and Trusts
Wills and trusts are the foundation of a solid estate plan. They ensure your assets are distributed according to your wishes, reduce confusion for your loved ones, and can help minimize legal complications or delays.
A will allows you to name beneficiaries, appoint guardians for minor children, and clearly state your final wishes. A trust can offer added benefits, such as avoiding probate, maintaining privacy, and providing ongoing management of assets for your heirs.
I help you understand the differences and determine the right tools for your unique situation—whether you need a simple will, a living trust, or a more advanced estate plan. My goal is to make the process clear, affordable, and tailored to your needs.
Financial Power of Attorney
A Financial Power of Attorney is a crucial document that allows you to appoint someone you trust to manage your financial and legal affairs if you're unable to do so yourself—whether temporarily or long-term.
This trusted person, known as your agent or attorney-in-fact, can handle tasks such as paying bills, managing bank accounts, handling real estate transactions, filing taxes, and more. You decide how much authority they have and when it takes effect—immediately or only if you become incapacitated.
Having a Financial Power of Attorney in place ensures that someone you choose—not a court—will be able to step in and act on your behalf when needed. It’s a proactive way to protect your interests and avoid costly delays or complications during a time of crisis.
I guide you through the process to ensure your document reflects your wishes, complies with state laws, and provides peace of mind for you and your loved ones.
Healthcare Directives
Healthcare directives are essential tools that ensure your medical care aligns with your values and wishes—especially if you're ever unable to speak for yourself. These documents guide your loved ones and healthcare providers in making the right decisions on your behalf.
Healthcare Proxy
A Healthcare Proxy (also called a medical power of attorney) allows you to appoint a trusted person to make medical decisions for you if you're incapacitated. This individual—your "healthcare agent"—can communicate with doctors, review treatment options, and advocate for your care based on your preferences.
Living Will
A Living Will outlines your specific instructions regarding end-of-life care and other critical medical decisions. It allows you to clearly express whether you want life-sustaining treatments such as resuscitation, mechanical ventilation, or artificial nutrition and hydration.
HIPAA Authorization
HIPAA Authorization gives your chosen individuals legal access to your medical records and information. Without this authorization, even close family members may be denied access to vital health updates due to federal privacy laws.
Together, these documents provide a clear, legally binding framework that protects your voice in healthcare matters. I work with you to make sure your directives are thorough, up to date, and aligned with your personal values—so you and your loved ones can move forward with confidence.
Young Adult Planning
Turning 18 is a major milestone—not just personally, but legally. Once your child becomes a legal adult, your rights as a parent change dramatically. You no longer have automatic authority to make medical, legal, or financial decisions on their behalf, even if you're still supporting them in every other way.
That’s why having the right legal documents in place is crucial.
Whether your child is heading off to college, entering the workforce, or exploring their independence, it’s important to prepare for the unexpected. Illnesses, accidents, and emergencies can happen—and without proper planning, you may be left without the legal ability to help them when they need you most.
What Can Happen Without These Documents?
Imagine your college-age child is hospitalized after an accident. You call the hospital to get an update—only to be told they can’t share any information due to federal privacy laws. Or your child needs help managing a financial issue, but you can't legally step in. In a crisis, the only option may be a costly and time-consuming court process to be appointed as their conservator or guardian.
This can all be avoided with a few simple but powerful legal documents.
The Core Documents Every Young Adult Should Have:
Durable Power of Attorney
Allows your child to name a trusted person to make legal and financial decisions on their behalf if they’re unable to do so themselves.
Health Care Proxy
Appoints someone to make medical decisions if your child is incapacitated. This ensures someone they trust can speak with doctors and guide their care.
HIPAA Authorization
Gives designated individuals access to your child's protected medical information. Without this, healthcare providers may refuse to share updates—even with parents.
FERPA Authorization
Permits parents or other designated individuals to access a student's educational records, such as grades, financial aid information, and disciplinary actions. Without this document, schools are legally prohibited from sharing academic information—even if you're footing the bill.
Accessible. Affordable. Essential.
I make it easy for young adults and their families to get these protections in place. My goal is to provide straightforward, affordable legal solutions that empower young adults while giving families peace of mind.
Whether your child is preparing for college, traveling abroad, or starting their first job, these documents can be completed quickly—and they can make a world of difference in an emergency.
Protect your child’s future with simple, affordable planning today.
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