Your Legacy, thoughtfully protected.

A well-drafted will is a foundational legal document — and for many clients, an important part of a broader estate plan even when a trust is in place.

I prepare wills that are carefully tailored to your family structure and goals, and executed with full legal formality. Depending on your situation, a will may serve as the centerpiece of your plan or work alongside a revocable living trust to ensure that nothing falls through the cracks.

Wills I prepare typically address:

• Designation of guardians for minor children

• Direction of assets not held in trust

• Pour-over provisions to coordinate with your revocable living trust

• Specific bequests and personal property wishes

• Appointment of a trusted executor to administer your estate

• For clients whose primary plan is trust-based, a pour-over will is included as part of the comprehensive plan at no additional cost.

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Many families benefit from using revocable living trusts as the foundation of their estate plan. A trust-based approach provides structure, privacy, and a seamless path for the future management and distribution of your assets.

• Avoid probate

• Maintain privacy around financial matters

• Provide structure for children's inheritances

• Simplify administration for loved ones

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For clients who own rental property, investment real estate, or small businesses, estate planning often involves coordinating those assets with the broader plan.

This may include planning around LLC ownership structures, ensuring assets are properly titled, and aligning business interests with long-term estate planning goals.

• LLC ownership & structure planning

• Proper asset titling

• Business succession alignment

• Coordination with investment real estate

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Thoughtful estate planning helps families prepare for a range of future situations — protecting children, navigating complex family dynamics, and ensuring assets pass according to your intentions.

• Protecting children's inheritances

• Planning for blended families

• Coordinating beneficiary designations

• Connecticut estate tax considerations

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While many families benefit from straightforward trust-based planning, some clients require additional strategies depending on their assets or tax exposure. In those situations, planning may also involve more advanced structures designed to preserve wealth and reduce estate tax exposure.

• Irrevocable trust structures

• Asset protection strategies

• Estate tax mitigation

• Coordination with financial advisors

When appropriate, I work closely with clients and their financial advisors or accountants to ensure these strategies fit within their broader financial and tax planning.

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Comprehensive plans also include carefully drafted supporting documents to ensure that trusted individuals can act on your behalf if needed — covering financial, legal, and medical decision-making during periods of incapacity.

• Durable powers of attorney

• Healthcare directives & living wills

• HIPAA authorizations

• Related incapacity planning documents