Wills, Trusts, and Estate Planning

Whether you seek a straightforward will that clearly outlines your final wishes or require a more intricate document involving multiple assets, beneficiaries, or guardianship concerns, Anthony drafts wills that are designed to reflect your intentions with precision.

For clients seeking to preserve wealth or manage assets beyond their lifetime, Anthony creates both revocable and irrevocable trusts. These trusts offer flexibility and control over your estate while providing tax benefits and asset protection for your loved ones.

A trust that allows for changes or revocation during your lifetime, giving you control while planning for the future.

A trust that locks in your wishes, protecting assets and providing security for beneficiaries, often used for long-term estate preservation.

When your circumstances change, Anthony assists with the drafting of codicils or amendments to update existing wills and trusts, ensuring they remain aligned with your current wishes and situation.

A deed naming who receives real property on the owner's death, with the owner keeping full use and control of it during life. The property passes outside probate without a trust being created to hold it. The signing and witnessing requirements are particular, and the deed has to sit correctly alongside a will or an existing trust rather than contradict one. Anthony prepares and records these and advises on where one fits.