A Focus on Personal Legacy
Living Well and Leaving a Legacy
Our approach to legacy and estate planning is comprehensive and inclusive, empowering you to make choices with clarity that may have eluded you until now. This is what we call Life & Legacy Planning®.
We call it Life & Legacy Planning® because we don't just help you choose between a will or a trust (though we’ll help with that, too), but we empower you to take control of your life, clarify your aspirations and leave a lasting impact that aligns with your values and goals.
Together, we’ll look at the dynamics of your situation, inventory your assets (and even possibly help you see you have more than you think you do), and counsel you to choose the right plan for you and the people you love. All of our plans are tailored to your unique circumstances and your budget.
Most importantly, you will have the assurance that your loved ones won’t be left with a mess and that they will be able to make aligned decisions for you when needed.
We are here to be your trusted advisors, helping you make the very best personal, financial, and legal decisions for your family throughout your lifetime. We will be there for your loved ones when you can’t be, supporting the people you love during what could be one of the most impactful moments in their lives.
Why do you need Estate Planning?
Protect Who (and What) Matters.
Protect Who (and What) Matters.
Protect Who (and What) Matters.
Don’t fail your loved ones. Even if you've created a plan already, it may not work when your family needs it. Learn what happens when clients are not well-counseled, when your assets are not owned in the right way, and plans are not updated when required to meet your goals. Your family deserves more.
Get Financial Peace of Mind.
Protect Who (and What) Matters.
Protect Who (and What) Matters.
It doesn’t matter how much money you have. Estate planning is simply facing the end and attending to the inevitable, to accomplish the best possible legal and financial choices throughout life and after you pass. Our heart-centered counseling process ensures you make the right choices for yourself and the people you love.
Don't Leave a Mess.
Protect Who (and What) Matters.
Don't Leave a Mess.
Will or Trust or Probate? What do you really need to keep your family out of court and out of conflict when something happens to you? We'll look at your family dynamics, explain probate—the state’s plan if you fail to do your own planning. If you choose to move forward with a plan we will help you create a plan that is customized for you and within your budget to achieve your desired outcomes for yourself and the people you love.
Estate Planning
Living Well