ESTATE PLANNING

Estate Planning

Estate Planning Services for Portland, Maine and Beyond
Including Windham, Falmouth, Saco, Maine and surrounding areas

Put simply, an estate is everything that you own after payment of debts and taxes at the time of passing.  Your Will lays out your decisions regarding how your estate is to be distributed to your beneficiaries.  Your estate can include personal belongings, family heirlooms, real estate or sums of money.  It’s important to carefully consider to whom you would like your assets to be passed once you die and to be as specific as possible with your wishes.

Lisa provides estate planning services for people and families of all income levels. Whether you are seeking legal services for simple will preparation or you have significant assets you want to preserve, Lisa can help.

Lisa’s experience and reputation for excellence in the area of estate planning, administration and probate law can make the difference between a well crafted estate plan and one that falls short of your goals. 

Services include:

Planning for Public Benefits • Drafting Special Needs TrustsManaging Probate Matters

If you have not yet begun or completed your estate planning process, no matter your age, it is important that you start putting together an estate plan for you and your loved ones’ benefit.  Without an estate plan, they can be at risk for major tax burdens, and the court will be left to decide who receives your assets, which can cause major family conflicts.

Lisa offers estate planning services in Portland, Windham, and other areas in Southern Maine.
For more information, don't hesitate to contact Lisa!

Rely On Lisa for Your Estate Planning Needs

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