Living Trusts, Wills. Real Estate

Let me help turn your goals into a plan

Important life decisions can often seem overwhelming. My clients receive individualized, effective, cost efficient legal representation, whether we’re drafting your estate plan or handling your real estate sale or purchase.
Estate Planning – We will discuss how your spouse, partner, children and any other loved ones will receive, worry free, your financial assets and real estate, upon your passing.
Real Estate – Selling or buying real estate can be a very stressful experience; let my years of experience help take away much of this stress by handling the legal details, and coordinating the process, so this can be a more positive life transition.

Living Trusts, Wills, Powers of Attorney

What is an estate plan? Do I need one? These are the two most frequent questions I hear, and they are great questions. The first question requires that we meet and have a discussion regarding wills, trusts, powers of attorney and any other documents that may be relevant to you. I thoroughly explain the benefits of each, and what may be best for you, whether you are single, married, in a civil union or committed relationship, and whether you have children or not, and perhaps thinking of retirement planning, no matter your age, I will recommend estate plan options tailored just for your needs. This initial consultation is free of charge.

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Real Estate

Buying and selling real estate is becoming an increasingly complex undertaking. I can help you handle this, based on my thirty years of experience and over 1,000 real estate transactions successfully closed. My approach centers around a “hands on” process addressing the following: Explaining the step-by-step process of what to expect –whether buying, selling, or perhaps both at once. Reviewing the contract and discussing any questions.

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Recent blog posts


The answer is probably, but it is completely dependent on whether it is what we call a Revocable Trust. The great majority of Trust’s are revocable in nature, which is the legal wording used to also indicate that they are amendable, or can be changed. This is the type of Trust that I prepare for…


While there is no general rule of thumb as to how often an Estate Plan should be updated, I tell clients that they should make an appointment to see me whenever something significant happens in their lives – a child born, grand-children, retirement, inheritance, retirement, and the like. One of the most common questions I…


Whether you are the sole owner of the business or have a partner(s), the equity you have in the business is an asset of your estate; you wish your family to benefit from the value you hold at the time you pass away. This can certainly be a complicated situation, and over the years I…


“Tony has provided our family with real estate and estate planning for over 20 years. He has been able to support both business and personal planning with the utmost respect and care and always putting us at ease even in the most complex situations. We would highly recommend Tony (and have) to family, friends and colleagues.”
John and Mandy H.
“Tony was amazing to work with! He was very quick when answering all of our questions or scheduling calls to talk about any possible issues that made us worry. He really helped us feel comfortable through the whole process of buying a house for the first time. We wouldn’t have felt as “safe” as we did when signing all the confusing legal documents when closing if he wouldn’t have been sitting next to us that day. He even followed up a couple days after to make sure we were still doing alright!! We would recommend Tony to anyone who would ask for help when buying or selling a house, he is the BEST!”
Fernanda and Aaron M.
“Tony worked with us to have an Estate Plan created – a Living Trust and Powers of Attorney. Like most people we know, it had been many years since we had simple Wills done – and we had no idea what to do. Tony patiently guided us through the process; explaining the documents and how they were addressing our family needs. We recommend him without reservation!”
Bob and Melinda S.
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