Estate Planning

I provide comprehensive and customized estate plans to help people protect their assets. My goal is to simplify the process and create a clear-cut action plan to honor the estate owner’s wishes when they are no longer able to make important financial or health-related decisions.

Together we will look beyond what you own and into the legacy you want to leave. I will take the time to understand what is important to you. We will discuss family, values, personal beliefs, philanthropy, and community involvement. After extensive conversations, I will create a personalized plan for your estate to ensure ongoing success.
 
 

Successions - Probate

Bereavement is a solemn, difficult time. Sorting through properties, assets, and debts only adds to the stress. Managing distribution of the remaining property is a sensitive and important situation to everyone involved. I can help survivors, trustees, beneficiaries, and grieving family members navigate the complexities of succession and probate. Together, we will maintain peace and enact the wishes of the deceased.
 
 

Firearms Trust

Why own a firearms trust?
A gun trust enables someone to legally purchase, own, lend, and entail firearms to friends and/or family members. It offers legal protection from increasing gun regulation laws, treating your firearms as estate assets, and even providing you with an avenue to acquire federally regulated guns.

The National Firearms Act (NFA) regulates the possession, use and transfer of several different types of weapons. These weapons include machine guns, short-barreled rifles and shotguns, suppressors, destructive devices, and Any Other Weapons (AOWs). The NFA allows for two ways to acquire these weapons—individually or through an entity like a firearms trust. To obtain these items as an individual, a person must submit fingerprints, a photograph, pay a  $200 application fee, and obtain the signature of the Chief Law Enforcement Officer (CLEO) in the jurisdiction in which they reside. Sometimes, this is nearly impossible to do.

Setting up a firearms trust gives you the power to purchase weapons without local approval despite federal regulations. It also gives you the ability to grant access to the weapons, and even protects those you list as beneficiaries of those firearms.

 
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