Johanna R. Kirk

I help clients look at their total situation to determine what their goals are and what tools they should consider to meet those goals. I ask clients to consider thier post-death desires, tax implications, retirement plans, the reactions of family members, and more. Options can include: Wills Powers of attorney Health care powers of attorney Trusts Life estates Transfer on death deeds

I assist with large and small estates including: opening the estate getting the personal representative appointed inventory of assest distribution of assets tax document preparation resolving/handling disputes between beneficiaries finalizing and closing estates