Sara Nicholson is an estate and tax-planning attorney who specializes in planning with retirement assets for individuals and families. She drafts wills, powers of attorney and provides probate avoidance advice for a variety of clients. While crafting estate plans, she helps clients maximize the income tax benefits of retirement assets by advising clients on beneficiary designations, specialized trusts designed to continue income tax deferral, and distributions from these retirement assets. Sara gently guides clients through the process of planning for incapacity during life and post-death estate settlement by helping to secure a safe and prosperous future for loved ones – a decision that can often be difficult. In addition, Sara counsels on various aspects of the settlement of a loved one’s estate after a death. Breaking down the details of estate planning in an understandable way, while providing the best structure to yield the greatest benefit and meet the client’s wishes, is a specialty of Sara’s. Her attention to detail and responsiveness ensures a smooth planning process in protecting clients’ wishes and assets now and into the future.