Comprehensive Estate Planning
for Every Need
I work with individuals, couples, and families at every stage of life — from young families putting foundational plans in place to clients addressing aging, incapacity, and wealth transfer.
My role is to provide clear, thoughtful guidance through each stage of the planning process, translating complex decisions into straightforward, practical terms. Every plan is highly personalized and designed to reflect your goals, your family, and what matters most to you. Most services are offered on a flat-fee basis for clarity from the beginning.
At its core, estate planning is about care; you are creating structure now so your wishes are carried out smoothly and your loved ones are supported when it matters most. You leave the process with organized, accessible plans — not piles of unreadable legal documents.
What I Offer
There is no one-size-fits-all plan in estate planning. This is a short overview of the services I provide, but the planning is in the details. Let’s meet and create your plan.
Wills
Foundational plans that direct who receives your assets and who will carry out your wishes. Wills also allow you to nominate guardians for minor children.
Trusts
Flexible structures for managing and transferring assets during life (and beyond) with added privacy, control, and the potential to avoid court involvement.
Powers of Attorney
Appoints someone you trust to handle financial and legal matters. An important document everyone over the age of 18 should have.
Healthcare Directives
Names someone to make medical decisions for you if you are unable to do so yourself and documents your wishes for care and treatment.
Wealth and Estate Tax Planning
Planning strategies such as credit shelter trusts to preserve wealth, reduce taxes, and support efficient transfer to future generations.
How it works
There should be no surprises when it comes to estate planning, and that starts from the moment we begin working together. My process is designed to be transparent, efficient, and easy to navigate from start to finish. The four phases below provide a clear framework for developing your plan while allowing the flexibility to address your goals and circumstances. Along the way, you’ll always know what to expect and where things stand in the process.
-
We meet in person or by video to discuss your goals, review your information, and outline the plan options that best fit your needs. Clear flat-fee pricing is provided upfront. If you choose to move forward following the Planning & Priorities Session by engaging my services, we move to the next phase.
-
This is the behind the scenes work where I design and draft your customized estate plan based on your goals and priorities. Once I have all the necessary information from you, I typically complete your drafts within 2-4 weeks. When the drafts are ready for your review, I share them through a secure client portal.
-
You review your drafts and, when you are ready, I will answer your questions during our review meeting. My goal is for you to feel fully informed, comfortable, and confident in your plan.
-
Once finalized, we schedule an in-person signing at my office in Tarrytown, New York. If your plan includes trusts, we will discuss trust funding and next steps. I provide you with your original documents and the knowledge that you have executed a coherent and complete plan.
Contact Me
If you have any questions, please feel free to reach out using this form. I look forward to hearing from you.