Estate Planning

We work with you and, if you desire, your family members and attorney to review your estate plan and recommend updates or changes based on your overall circumstances. We analyze your need for a living trust, and help guide you toward optimal strategies for long term care (LTC). Most importantly, once everything is in place, we continue to monitor each aspect of your plan and make adjustments as needed to address changes in estate and tax laws, heirs, and personal circumstances.

I believe in a mindful approach to life. I practice yoga. I meditate. And I try to make choices th...