Estate Planning

Wills & Trusts

You’ve likely heard that you should have an estate plan, and you may be considering whether a will, a trust, or another planning option is right for you. If so, you’re in the right place. It’s completely normal to have questions and to feel unsure about where to begin.

We invite you to explore our website, including our Frequently Asked Questions, and reach out to us anytime. We’re here to help you understand your options and determine what type of plan best fits your needs. LEARN MORE

Advanced Estate Planning

Estate planning is essential for every family, but it becomes especially critical for families with significant wealth. With more at stake, the absence of a comprehensive plan can lead to unnecessary taxes, increased risk, and potential conflict. Proper planning not only protects what you’ve built, it also creates meaningful opportunities to preserve, grow, and transfer your wealth efficiently for future generations. LEARN MORE

Planning for Parents of Minor Children

Parents of minor children often delay estate planning—usually because they’re busy caring for their families or because they assume planning is only for the wealthy or the elderly. In reality, if you have young children or children with special needs, having a solid plan in place is essential.

Your estate plan ensures your children are cared for by the people you trust if something happens to you. Without legally documented guardianship and other protections, the courts—not you—will decide who steps in. Delaying planning leaves your children vulnerable at the very moment they would need stability the most.

Thoughtful estate planning gives you peace of mind and protects your children’s future, no matter what life brings. LEARN MORE

Special Needs Planning

f you have a child with special needs, you already understand the many financial, medical, and caregiving considerations involved. Special needs planning helps ensure your child is protected and well supported throughout their lifetime—even when you are no longer able to care for them yourself.

We use a range of estate planning tools and strategies designed specifically to address the unique challenges and long-term needs of individuals with disabilities. Thoughtful planning can preserve benefits, provide financial security, and give you peace of mind. Download my free Special Needs Planning Guide here.  LEARN MORE

Three Levels of Planning

Comprehensive estate planning should reflect your unique goals, family dynamics, and priorities. That’s why we offer three levels of planning, allowing you to choose the option that best fits your situation and the level of protection you want. Each plan is customized, and pricing varies based on the choices you make throughout the process. Read more about the pricing and details of each planning level. LEARN MORE