Love & Money

Estate Planning is Life Planning…

Your life. Your legacy. I help you plan for life’s inevitabilities and uncertainties. Let’s talk and create a plan reflective of your family, values, life’s work and enduring legacy. I serve all types of families using an approach that is educational and inquisitive.

One size does not fit all. I am sensitive to your individual needs, wishes and concerns. Our team will tailor a plan to help you achieve your goals and dreams. We meet you where you are, and get you where you want to go.

Every adult, regardless of personal or financial status should have, at a minimum, these legal documents:  Last Will and Testament, Financial Power of Attorney, and Advanced Directive for Healthcare. If you die or become incapacitated without these documents, the court will decide what happens.

Parents should designate legal guardians for their minor children or incapacitated adult children; similarly, trustees, while necessary for minor children, may also be appropriate for adult children or other family members as well. We’ll guide you through the process of selecting guardians and trustees, addressing your questions, concerns, and worries along the way. Together we will implement a strategy to protect your children in accordance with your wishes in the event you are not able to care for them, due to death or disability. As a wife and mother, and based upon countless conversations with my clients, I can help you through these uneasy conversations and decisions.

Depending on your circumstances, tax planning and trusts may be important tools we can utilize to achieve your goals. If you own an interest in a business, we’ll talk about how to coordinate your business plans with your personal goals. After all, isn’t that what we are all working to accomplish?

We help you preserve your greatest assets and pass your gifts on to future generations through our Legacy Conversation.

Let’s begin by talking about how to build a Life & Legacy Plan as unique as you and your family. Together we can give you peace of mind while creating an enduring legacy for your loved ones. We are solution providers. We are the right law firm for you if your goal is true care for your family. Call us today to schedule a Life & Legacy Planning Session!