Estates

It’s more than just a will.  Estate Planning encompasses the full process of planning for your own elder years and your legacy.  Work with someone who listens to your goals and will guide you through crafting your documents to fit them.

Many of the Estate Planning clients Shannon works with are young families, driven by choosing guardians.  Some clients own businesses or are rising through the corporate ranks.  Some are updating plans written decades before or starting new as an older person.  She makes the process comfortable, planning for tomorrow and planning for fifty years into the future.

Shannon leads grieving families through the unfortunately-complex Estate Administration process.  Beginning at the funeral home and taking you all the way through income tax returns, sale of real estate, distribution of household items; maintaining clear communication to minimize the potential for conflict.