Your Estate Matters
And we are here to help with the stuff that keeps you up at night. Who is going to care for my loved ones if something happens to me?
Assets such as real estate, cash, and investments are all the financial pieces of estates we think of, but estate planning involves so much more.
The hardest part of this planning is making the first appointment with the right estate attorney. We incorporate tools like wills, life insurance, and power of attorney to direct your affairs and proceed how you wish.
We are uniquely equipped to manage both the legal and the financial aspects of your estate.
OUR ESTATE PLANNING SERVICES
Plan for your legacy so you can be prepared for every circumstance.
Create
Your Will & Trust
Who gets what and how do they get it when you're gone. Who is taking care of your loved ones if you're not here. Can there be anything more important?
Asset
Protection
Trust our lifetime planning tools to protect your assets from creditors, ex spouses, long term care costs, expensive probate court and Estate Taxes.
This planning saves headache and heartache during the good times and the rough patches.
This planning saves headache and heartache during the good times and the rough patches.
Planning
for the Future Generations
Legal financial planning helps to grow and protect wealth for generations to come. All your efforts here can ensure stability and support for your loved ones when you’re gone.
Designate
Power of Attorney
STOP right here.
This IS the most important legal financial planning tool! This is how you stay in control of your financial life and power for your lifetime. Appointing a trusted person to handle your money, pay your bills, protect your assets, if you are hurt or have a long term illness such as dementia or Alzheimers Disease.
WITHOUT IT your family faces expensive guardianship court fees for a judge to decide who takes care of you!
This IS the most important legal financial planning tool! This is how you stay in control of your financial life and power for your lifetime. Appointing a trusted person to handle your money, pay your bills, protect your assets, if you are hurt or have a long term illness such as dementia or Alzheimers Disease.
WITHOUT IT your family faces expensive guardianship court fees for a judge to decide who takes care of you!
Roadmap
Your Future
From Birth to Legacy, you have a financial future. We help you and your family through all stages of your financial life!
Navigate
Elder Law
CARE IS EXPENSIVE!
The average cost of home care today is over $6,000 per month. Do you have this expense covered if you become ill and need help?
Elder law strategies help women and their families preserve their assets, rights and values, and ensure they have the best possible care. It also helps protect clients from neglect, abuse, and other unethical practices.
Elder law strategies help women and their families preserve their assets, rights and values, and ensure they have the best possible care. It also helps protect clients from neglect, abuse, and other unethical practices.
Your Legacy Is Important
We are talking about your home, your bank accounts, your heirlooms, your jewelry, your children. Your estate, big or small, deserves proper care, no matter where you are in life.
We’re here to help keep your legacy alive and in the right hands,
whether you are just starting your family building a trust or thinking about how to account for your estate under every circumstance.
Estate Planning Facts
76%
of the nation’s wealth will be held by women by 2030
60%
of Americans have not created a will or any estate planning documents, leaving their assets unprotected
10%
of an estate’s value can be consumed by probate expenses
Protect Your Legacy
Estate planning isn’t just for the wealthy—it’s for anyone who wants peace of mind and control over their future. Contact us today!
Estate Education
Not sure what planning your estate will look like? Here are some ideas to explore.
