Services

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:

• Benefit those you care about
• 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 and gift taxes