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ESTATE PLANNING

You are here to learn more about estate planning because you care about your loved ones. You are at the right place!
We know that do-it-yourself estate planning will leave your family lost and unsupported, and may even cause the loss of your assets when something happens to you. By then, it will be too late for your family to clean up the mess left behind.
With our help, you will feel confident that you have made all the right choices about the use of your resources while living, and that your family will be left with support and a clear plan if you become ill, are, injured or pass away.

Whether you are single, married, have minor or adult children, middle or high net worth, we help you confidently make legal and financial decisions so you know you have a plan to keep everyone you love out of court and out of conflict after you pass. Schedule a complimentary consult to learn more.

You keep your affairs private, have complete control, you cover all scenarios (even the ones you forgot to think about), to protect your assets and build generational legacy.


What We Offer

We help you to create a comprehensive and personalized plan that includes elements of all of the following, depending on what is best for you and your family. We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.

  • Wills, Trusts, and General Powers of Attorney
  • Health Care Directives and Medical Powers of Attorney
  • Guardianship Nominations
  • Asset Protection Planning
  • Special Needs Planning
  • Probate
  • Trust Administration

Learn More About Estate Planning in my FREE Class!