Estate Planning

Jennifer has assisted hundreds of clients over the years, first as a paralegal and now as an attorney.  Jennifer focuses primarily on estate planning because it is such an important area of law which everyone needs.   Here are some of the ways which estate planning may be applicable to you:

  • Everyone over 18 years of age should have a Durable Power of Attorney and an Advance Health Care Directive so that another person can make medical and financial decisions in accordance with their wishes in the event of incapacity or loss of consciousness (e.g., a car accident).
  • If you have minor children, a Guardian should be designated in your Will.
  • If you own real property worth over $50,000 or total aggregate property (including personal property) worth over $150,000, it should be in Trust to avoid Probate.
  • If you have even close to $5 million in assets including your life insurance, you should discuss estate tax issues with an attorney.  Call now for your free 30 minute consultation!

Jennifer evaluates each client’s situation and gives a quote based on individual or corporate need.

You’ve worked hard to acquire the things you own.  Jennifer will work with you to make sure the greatest amount possible goes to the people you love rather than to estate taxes or probate fees.

The value of having a friendly lawyer who will explain the law and how it affects your rights and property in simple terms cannot be underestimated!

Competent, Compassionate and Personalized Legal Representation

 

Free Initial Consultation

For further information, feel free to call 619-840-7797
or contact through the email form below. 

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