Estate plans are not meant to be “one-size-fits-all.” We offer various options to ensure that your plan is best for YOU.
Life + Legacy Planning
When you plan with us, you don’t just walk away with a set of legal documents. You get so much more.
In addition to attentive guidance and support, we elevate the process so that you feel empowered, focused on what truly matters, and with peace of mind knowing that you’ve done right by your loved ones by putting the perfect (for you!) plan in place.
Estate planning done our way really is a gift to the people we love.
Child Protection Planning
As parents, our hope is that we’ll always be there for our children –loving them, raising them, and watching them mature into happy, fulfilled adults.
Whether there’s a short-term emergency or a long-term tragedy, we help you ensure that your kids are always in the hands of those who would nurture and love them unconditionally, and bring them up with the same values you would.
Personal Legacy Preservation
Bank accounts and house? Or personal values and family histories? If forced to choose which to pass down, most people would choose the latter. Yet most estate plans ignore these priceless personal legacies altogether.
Not us. As part of every plan, we document these intangible assets – and, every three years, with our free plan review, we add to your "Legacy Library." The way we practice, the planning process today truly benefits generations to come.
Pet Protection Planning
If you’re like us and consider pets to be family members, then you know how important it is to make sure that, no matter what happens, they are in a loving home with sufficient funds to cover quality food, grooming, and veterinary care (which can REALLY add up over time).
For our pet parent clients, we always name alternative pet caretakers and consider how best to provide financially for those precious fur babies for the rest of their lifetimes. They deserve nothing less.
Asset Protection Planning
Passing down our hard-earned assets to loved ones is a source of great pride and joy for many of us. From family homes to extensive real estate portfolios, and from brokerage accounts to businesses, we want to ensure that our heirs reap the benefits of our labor – not their ex-spouses, creditors, and predators.
During the planning process, we can build in extra layers of protection to ensure that these assets are protected for the benefit of those we love.
Special Needs Planning
Parents of children with special needs face a unique set of circumstances, wanting to ensure that their loved ones are provided for and protected when they are no longer able or around to care for them.
Through thoughtful guardian nominations and special needs planning tools, we can help ensure that your children are properly cared for and have access to resources without jeopardizing their eligibility for crucial government services.