Pre-Consultation We work with your referring advisor, so we can understand your financial background, your situation and needs. During this part of the estate planning process, you will complete our Estate Planning Deficiencies Check-Up, provide us with basic contact information, and begin to identify and express your goals and concerns using our Estate Planning Design […]

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Everyone Needs a Plan A good estate plan reflects your life and mirrors the values you live out every day. In short, estate planning is for everyone, not just the wealthy, the aging, or the ill. Establishing a plan may be the most important step you can take to protect your family.  Without a plan […]

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For a long time you have wanted to give back to your community and now you have found just the right cause. What you did not expect to find was the myriad of laws, regulations, and red tape that lies between you and what you want to do.  I work with individuals and organizations to […]

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Legal actions affecting the family can be one of the most stressful things a person faces in life. It can be overwhelming to fight with a former loved one over the issues of raising your children. Worse yet, you may need help protecting the most vulnerable in your life from the threats of abuse and […]

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The Paperwork Boogeyman Probate is a concept that most Americans don’t think about in their day to day lives.  Encounters with probate is typically through a personal experience with the process or through a description with a wealth adviser.  It is also common for that first impression with probate to be a negative one.  Often, […]

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Just because your loved ones needs extra attention and care does not mean that you love him or her any less.  On the contrary, all those additional challenges typically mean the triumphs are sweeter, no matter how small.  Individuals with special needs need special planning, both legal and logistical, to ensure that his or her […]

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Your business is not small, in fact, it is probably the most valuable thing you own. As a result, it needs protection, planning, and attention in order to grow, provide for your family, and secure your future. It does not matter if you run a long time family business or just starting out of your […]

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Seniors and their families often face a myriad of legal and extralegal needs such as end-of-life decisions, unexpected incapacity, public benefit eligibility, or long-term care concerns. I strive to help my aging clients preserve their assets and maintain dignity and control, as they grow older. This often requires a focus on planning for incapacity, asset […]

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