Helping families protect their wishes, preserve important benefits and provide for a loved one’s long-term well-being.
Every family has different priorities, circumstances and concerns.
Marna works with clients to create an estate plan that reflects their wishes while addressing the long-term needs of loved ones.
Create a clear plan for distributing and protecting assets according to your wishes, providing for loved ones and incorporating trusts—including special needs trusts, asset protection trusts, and trusts for minors—when appropriate.
Put key documents in place for financial, legal and health care decisions, including powers of attorney, health care proxies and living wills.
Careful planning to protect and preserve assets and provide coverage for any long term care that may be required.
As the parent of a daughter with a disability, Marna understands how difficult it can be to think about a future when you may no longer be there to provide support. She works closely with families to create individualized estate plans that reflect their wishes, provide for loved ones and preserve eligibility for important government benefits.
The goal is peace of mind—knowing a thoughtful plan is in place for your family’s long-term needs and security.
Thoughtful estate planning starts with understanding what matters most to your family.
Marna can help you consider the options and take the next steps with confidence.