Estate Planning

Estate Planning

Estate planning is about far more than distributing assets, it’s about protecting the people you love and preserving what you’ve worked hard to build. Attorney Davidson works closely with individuals and families to create thoughtful, customized plans that reflect their values, goals, and concerns for the future.

A well-designed estate plan can provide powerful asset protection both during your lifetime and after your passing. Through tools such as wills and revocable living trusts, we help clients avoid unnecessary probate, maintain privacy, and ensure assets are passed on efficiently. Importantly, trusts can also protect inheritances from common risks beneficiaries may face, including divorce, bankruptcy, lawsuits, creditor claims, special needs considerations, or even immaturity and lifestyle challenges—so assets aren’t simply handed over without safeguards.

For families concerned about long-term care and nursing home costs, estate planning also plays a critical role in preserving assets. We design and implement strategies that help “set aside” family assets, reducing the risk of losing everything to long-term care expenses while still ensuring loved ones receive meaningful inheritances.