Estate Planning

Drawing upon her expertise in estate planning, Ann meticulously crafts strategies to fulfill individuals' wishes, minimize tax burdens, and secure the financial future of her client's heirs. By expertly drafting essential documents such as wills, trusts, powers of attorney, and health care directives, Ann facilitates the seamless transfer of assets while upholding legal compliance. With a keen focus on addressing issues related to incapacity, Ann also offers specialized guidance on guardianship of adults and minor children and conservatorships to protect assets. By prioritizing a personalized approach, she collaborates closely with clients to understand their unique circumstances and goals, tailoring comprehensive plans that meet their specific needs.