Estate Planning

You have worked hard to accumulate valuable assets during your lifetime and you want to be able to decide what will happen to your “estate” when you have died.

The process of estate planning will include a careful conversation with Tamara Maher so she can understand the extent of your assets and debts, and whom you wish to favor. She reviews the status of all your valuable assets both to be sure your estate plan is accomplished and to advise you regarding estate tax issues. She will also want to make sure you have legal documents in place in the event you lack the mental capacity to manage your affairs or your health care choices, and Tamara is capable of guiding a discussion of end-of-life planning.