Foundational Estate Planning
You love your family and want to make sure they know exactly what to do and have a trusted advisor to help them if (and when) something happens. We will help you to create a personalized plan that includes elements of all of the following, depending on what is best for you and your family.
We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.
- Wills, Trusts, and General Powers of Attorney
- HealthCare Directives and Medical Powers of Attorney
- Guardianship Nominations (Short and Long-Term) + Confidential Exclusions, when needed
- Extensive & Specialized Planning
- Trust Administration
- Plus, we have unique systems to keep your planning up to date throughout all of life's stages. As your life changes, as your assets change, as the law changes, so will your plan. We're here for all of it!
$49B Worth of Assets Sit In Unclaimed Property Departments Across the U.S. – According to Forbes.com. When you do not leave a current inventory of your assets that your family can easily find when something happens, your assets could go unclaimed, never even benefiting your family.
Five Ways a Plan Can Fail
Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney … And How To Make A Loving Choice For Your Family
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
Enter your name and email address so we can send it to you. We love your privacy – we will never spam you.
Need a Little More Info? Reach Out Anytime.
If you’re not quite ready to schedule a discovery call but have questions, feel free to reach out below. Our team will respond personally and promptly.