Estate Planning

Business owners face unique estate planning challenges. Without a plan, your business and legacy could be at risk. We help protect your business, your family, and your future.
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You have the primary responsibility for ensuring the well-being and care of your children. If something happens to you while they are minors, you want to ensure you’ve made the decision about who cares for them, and how.
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When you’re married with children, estate planning may seem simple — your spouse makes decisions if you’re incapacitated, and your assets go to them, then to your children. Easy, right?

Unfortunately, it’s not. Without proper planning, families can end up in court, in conflict, or with assets lost to the State’s Unclaimed Property office — where $58 billion already sits nationwide.
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If you are in a second (or third or more) marriage, and you have children from a prior marriage, you must engage in estate planning that will keep the people you love out of conflict.
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When you are married with children, estate planning is usually pretty straightforward. You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die, and then to your children after your spouse is gone.
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You don’t have children, but you do have a spouse, partner, or other loved ones, and you want to ensure things are as easy for them as possible if and when something happens to you.
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THREE LEVELS OF PLANNING

We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.

PERSONALIZED SERVICE

We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.

KEEP YOUR PLAN CURRENT

We will ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees.

Our Features

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