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Phone: (203) 592-0878
Wills and Trusts
The Foundation of an Estate Plan
Wills and trusts provide the foundation of a comprehensive estate plan. Many people avoid them because they feel intimidated. However, wills and trusts have an important role in an effective estate plan. The question is, how do you start? Is a trust right for you? I create wills and trusts for families and indviduals. Contact me to discuss your needs and your wishes for the future. As an estate planning and business attorney since 1995, and as a sitting probate judge since 2003, I am uniquely qualified and represent clients interested in creating an effective estate plan. My clients get more than legal documents - I empower them to make informed decisions so they have peace of mind.
Wills: Whether you are completing your first will or need to create a new will because of changes in your circumstances such as a second marriage, the birth or adoption of children, the development of a business, or a change in your health or finances, I can help. I draft wills in Stamford and Watertown for clients throughout Connecticut and New York. I see Florida residents from our Palm Beach Gardens offices. Each will is customized for your needs, circumstances and objectives. I also take time to help my clients understand their options and how the will they ultimately choose operates.
Trusts: Trusts can be developed for loved ones with special needs, minor children, surviving spouses and even pets. Trusts can also be used to provide financial stability for assets such as vacation property, bank accounts, stock portfolios and investment real estate, to name just a few. A trust is also en effective means of avoiding court proceedings should you become incapacitated.
An effective estate plan can give you the peace of mind that comes from knowing that your wishes will be honored, even if you become incapacitated. To gain peace of mind knowing that loved ones will be provided for, and protecting your hard-earned assets, schedule a consultation with me today. I may be reached by phone at 203-592-0878, (561) 594-0039, or by completing the online contact form on this website.