Whether a person has a modest or substantial estate, is single or married, or younger or older, every individual should have some form of estate planning in place. Estate planning certainly is not “one size fits all.” Identifying the most appropriate estate plan requires a thoughtful review of your existing assets, beneficiary designations, your personal relationships, and, most importantly, your goals and concerns.
Whether you need a simple will, a trust, or related documents such as a financial power of attorney or an advance directive for healthcare, Jennifer will guide you through the estate planning process and assist you in implementing the most appropriate plan based on your circumstances.