I work with clients and their families to create estate plans tailored to their needs using Wills, Trusts, Power-of-Attorneys, and other documents. I provide probate and non-probate asset planning.
I assist clients with transfers of real estate between family members as well as sale transactions not involving a realtor. I can help you name a beneficiary on your house.
If you've lost a loved one, I can assist you with being appointed as executor or personal representative through the probate court process. I handle small estate administration as well.
My goal is to guide you and your family to develop a plan to address your legal, financial, and long-term health-care planning concerns as you age.
I advise and prepare Trusts, and assist Trustees and Successor Trustees with the administration of Living Trusts, Grandchildren's Trusts, and Special Needs Trusts.
DIRECTIONS: Take Rockville Rd/Highway 36 west past Dan Jones Rd. Turn south on Business Center Dr, located by Sherwin Williams. Turn right at T, go turn right into cul-de-sac, we are in the same building as Avon Pediatrics.
**The Prestwick location (by 525) is the old office location.
Don't listen to Google. See the map below.
7376 Business Center Drive, Suite B, Avon, Indiana 46123, United States
09:00 am – 05:00 pm
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