top of page

Estate Planning

Wills - Trusts - Trust Funding - Prenuptial and Postnuptial Agreements - Business Planning    Estate and Gift Tax Planning - Durable Power of Attorney - Health Care Surrogate 

  Special Needs - Enhanced Life Estate "Ladybird" Deeds

Whether you have a modest estate or a business empire, you need an estate plan that will work no matter what happens. Life is unpredictable. A customized plan can avoid guardianship if you become incapacitated, protect your minor children with a trust for minors, preserve public benefits for an adult child with a special needs trust, protect you with a prenuptial or postnuptial agreement, and minimize income taxes and inheritance taxes with more elaborate wills and trusts.


An estate plan may include a will, a trust or trusts, trust funding with real estate and other assets, a prenuptial or postnuptial agreement, a business succession plan, an update of beneficiary designations on life insurance or retirement accounts to work with your overall plan, a durable power of attorney, a designation of health care surrogate, and a living will.


There are many issues to consider, and Attorney Lauren Richardson will take the time to design a personalized plan to address any concerns you may have.

Please see our firm's menu of fees for various estate planning packages and a la carte documents as well as an explanation of what is included in estate planning for large estates (legacy planning consultation) and what is included in more modest estates.

bottom of page