Estate Planning

Wills & Trusts

You have probably been told by someone that you should have an estate plan in place.   You may be ready to explore getting a Will or perhaps a Trust and that is what lead you to our website today.  If that is the case, you are in the right place. It is likely that you have a lot of questions about estate planning and do not know what is right for you.  Feel free to explore our website, including our Frequently Asked Questions page and feel free to contact us for more information. LEARN MORE

Advanced Estate Planning

Estate planning is important for all families, but it is particularly important for wealthy families.  The reason being is that wealthy families have more to lose if they fail to put a proper comprehensive estate plan into place.  Not only will they save money by properly planning, they will also gain tremendously. LEARN MORE

Planning for Parents of Minor Children

Unfortunately, parents of minor children often postpone completing their estate planning.  One reason being is they are busy taking care of their growing family.  Another reason being is they incorrectly believe that estate planning is only for the wealthy or elderly.  Despite that common misconception, if you have children who are minors or have special needs, estate planning is so very important.  Your plan must ensure that your children are cared for by people of your choosing should something happen to you.  Without such legal provisions in place, it’s uncertain what will happen to your minor children or those with special needs if you become incapacitated or die.  It is your children who will suffer the consequences of your postponement of estate planning. LEARN MORE

Special Needs Planning

If you are a family of a special needs child, then you understand that there are many financial, social and medical issues involved.  The goal of proper special needs planning is to provide comprehensive planning for families of a special needs child and to ensure that your child will be well taken care of when you’re no longer able to be his or her primary caregiver. We utilize a variety of estate planning tools and strategies to accommodate the unique challenges that your special needs child presents. Download my free Special Needs Freedom GuideLEARN MORE

Three Levels of Planning

Comprehensive estate planning is individualized and customized to meet your unique family goals and objectives.  Therefore, we offer three levels of planning that is aimed at ensuring that you choose a plan that is appropriate for your specific situation and planning needs.  The price of each level of planning is based on your planning decisions. Read more about the pricing for each planning level. LEARN MORE