(continued)

as well.

Get a quote upfront and pay a flat fee for most services.

DON’T LEAVE SOMETHING THIS IMPORTANT UNDONE.

Maybe you are planning a trip, maybe you had a recent scare, or maybe you just haven’t had time to put any official documents together to ensure your family’s future is settled after you are gone — but you are here because you know it is time to handle your estate.

Planning your estate is one of the most important things you can do to protect your family now and in the future. Let me help you do it as easily and effectively as possible.

Without an estate plan, your assets could end up being distributed among people and entities (including the government) where you never would have intended them to go. Similarly, your children — without a proper guardianship in place — may end up in the care of relatives you would not have otherwise chosen.

Your estate is something too important not to handle with an expert.

I can help you make the most of your assets, shelter them effectively, protect your business, outline health directives, and establish trusts to set your family up for the future — oh, and I’ll help you navigate the often-confusing legal language of estate planning so you know exactly what we are doing and why.

When you come to see me about estate planning, here’s what we’ll do first:

  • We’ll go over your current financial situation, marital status, children, and other key details
  • We will talk about your priorities and wishes for your family’s future
  • I’ll give you an outline of what I think you need, along with a quote for the services we discuss
  • Once you approve, I will get to work securing creating the documents and putting into action the necessary steps to get your family’s future in order

You are unique; your estate plan should be too.

I have worked with clients in a wide variety of situations to plan their estates, and I come to each client ready to create a customized plan specifically for them. This is your family’s future after all, and I will never try to force you into an estate plan that doesn’t fit.

I work hard to really get to know every single one of my clients; I build relationships and listen carefully to what your biggest priorities are. I will help you draft an estate plan that makes sense for your assets, your family, and your wishes.

In general, most clients will come away fully covered by the following four critical documents:

  • Will
  • Living will
  • Power of attorney for health
  • Power of attorney for finances

However, what you receive will be completely up to you and your most important priorities.

Schedule a time to chat about your estate planning needs today and let me help you uncover the best ways to plan for the future.