FAQs

Do I need a will or a trust for my estate plan?

It depends on your financial situation, assets, and goals. A will ensures your wishes are followed after your passing, while a trust helps manage assets during your lifetime and can avoid probate. I can help determine the best option for you based on your unique circumstances.

How can I protect a loved one with special needs through estate planning?

A special needs trust can ensure financial support for your loved one without jeopardizing their eligibility for government benefits like Medicaid or Supplemental Security Income (SSI). I can help you structure a plan that safeguards their future.

What should I consider when buying or selling real estate?

Whether you're purchasing a home, selling property, or handling a commercial transaction, it's crucial to review contracts carefully, conduct proper title searches, and ensure compliance with local laws. I provide legal guidance to help protect your investment.

What legal documents do I need to start a business?

Essential documents depend on your business structure. A LLC or corporation may require operating agreements, bylaws, and state filings. Additionally, contracts, partnership agreements, and business succession planning are important for long-term success. I can help with formation and compliance.

How often should I update my estate plan?

You should review and update your estate plan every 3-5 years or after major life events such as marriage, divorce, having children, buying a home, or starting a business. Keeping your plan current ensures your wishes are carried out properly.

For all other questions, please click the button below.