We are here to help your family avoid court and conflict in the event of your death or disability. I’m so glad you’re here! At Waterfly Law, our mission is to provide you with personalized counseling and guidance to make estate and business succession planning decisions that will truly work when your family and business need it most. After all, if your plan doesn’t work, what’s the point of planning?
Together, we will take a thoughtful, detailed look at your unique circumstances, assess your assets (and perhaps even help you realize you have more than you think!), and guide you to create a plan that’s tailored to your specific needs and budget. Whether you're planning for your personal legacy, your family’s future, or the continuity of your business, we ensure that everything is covered. Our approach is comprehensive, empowering you to make choices with clarity that may have previously felt elusive. This is what we call Life & Legacy Planning®.
Life & Legacy Planning® goes beyond simply choosing between a will or a trust (though we’ll help with that, too). We also help you navigate the complexities of business succession, ensuring that your business legacy is protected and positioned for long-term success. We empower you to take control of your life, clarify your aspirations, and leave a lasting impact on both your family and your business that aligns with your values and goals. It’s about more than just what happens after you're gone — it’s about making decisions today that ensure your legacy lives on in the way you envision.
Most importantly, you will have peace of mind knowing that your loved ones—and your business—will not be left with a mess to navigate. They’ll have the guidance to make informed, aligned decisions for you when you’re no longer able to be there, ensuring the smooth transition of both your personal and business assets.
As your trusted advisor, I’ll help you make the very best personal, financial, legal, and business decisions for your family and business—throughout your lifetime and during the most critical times. I’ll be there to support your loved ones through some of life’s most impactful moments, while also ensuring the continued success and legacy of your business.
I look forward to helping you plan for the people you love, your business, and everything else you care about, starting today. I can’t wait to meet you and begin this important journey together!