Practice Areas Estate Planning

Estate planning is more than just the preparation of wills and trusts.  Today’s family structures are complex, so Lindsey works closely with each client to customize estate plans to meet their financial objectives and their personal goals.  For families with closely held family businesses, this means formulating succession plans and balancing harmony in business and the home.  For other families, this may involve providing for a child with special needs, customizing estate plans of blended families, or drafting estate plans for same sex marriages.

Lindsey develops integrated estate plans.  She will work with your accountant, insurance provider, and financial advisor to ensure that all aspects of your estate plan align toward the same overarching goals.