Estate Planning Services

Estate planning helps people achieve a variety of goals for their family's future security — a will, healthcare proxy, power of attorney, and trust for minors is part of our standard estate planning package that every person should have. We can even help you plan for the future management of a family business. Contact Deirdre O'Brien to learn about custom solutions to your estate planning problems.

Deirdre not only helps clients prepare estate planning instruments of all kinds, she also integrates them so they will work together for your continuing benefit. She takes the time to explain how each component functions to help achieve an important part of your overall goals.

She can advise you about such estate planning options as:

• Last will and testament

• Powers of attorney and advance directives

• Revocable living trust as a means of wealth transfer outside of probate

• Life insurance trust to help meet anticipated estate tax liabilities

• Complex tax planning and asset protection

• Charitable remainder trusts

• Generation skipping trusts

• Special needs trusts

• Management succession planning

• Medicaid spend-down and gift transfer strategies

• Elder law issues

Deirdre will make sure that your estate plan clearly and accurately reflects your intentions while working toward your objectives.