Integrated Planning

Integrating your legal plans with your finances and insurance coverage is critical when setting up an estate or business plan. Ellen works closely with you and your accountant, financial advisor and insurance agent to accomplish this integration efficiently. Reviewing your plan every few years is a good way to be sure you are taking full advantage of changing tax laws and other legal developments.

Estate Planning

Estate planning encompasses more than just a will or trust. It is a whole process in which you and Ellen discuss your personal, financial and legal relationships. Then, together, you and Ellen institute a plan to:

  • Care for your minor children
  • Manage or distribute your assets in case you become disabled or die
  • Designate agents to make health care and financial decisions if you are incapacitated
  • Minimize estate, gift and income taxes

Estate and Trust Administration

Administering an estate or a trust involves a thorough knowledge of tax and probate law. It also requires an understanding of the issues facing a family that is often in a period of transition. Personal representatives/executors engage Ellen to do probate work, estate and gift tax analysis, and, if the decedent was the caretaker of the family's legal and financial affairs, to advise family members about how to begin assuming that role. Trustees rely upon Ellen to interpret trust documents and to counsel them in dealing with beneficiaries, financial institutions and others.

Business Planning

Ellen provides legal advice concerning an organization's formation and operation. A thorough evaluation of relevant business or non-profit organization laws helps to prevent litigation and minimize the costs of unnecessary conflict. Comprehensive estate planning is an integral part of business planning.