Wealth Preservation and Estate Planning
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Do you know what will happen when you die or become incapacitated? 

The state has a plan for you when you die, but you may not like the outcome of that plan. Further, your assets could be lost to the state's department of unclaimed property and to a lengthy court process, and your family will likely bicker over the assets and how things should be handled. 

The state also has a plan if you ever become incapacitated. It involves an expensive court process, your family will likely bicker over how things should be handled, and you may not like the outcome of that plan either.

Estate Planning may be the best gift you could ever leave your family and loved ones. 

The first step in estate planning is determining what the state's plan is and deciding if it works for you. If it doesn't, we can develop a plan that works for you and your family. 

We have a multi-step estate planning process that starts with a free 15 minute phone consultation to determine if you need an estate plan. 

If you do, we schedule a two-hour Wealth Planning Session during which you are educated on your options, identify your main areas of concern with your current plan (or the state's plan for you), decide what makes sense for your family, and determine if we're a good fit. We offer three separate levels of planning, dependent on your situation. All of our plans include planning for children, so that any minor children are taken care of by those you choose and are never taken into the custody of strangers in the event something happens to you. 

When you decide to work with us in developing a plan, there will be two additional meetings. One in which we meet to sign documents and another to deliver the documents and conduct your family wealth legacy interview.    

How We're Different
  • We listen, help you identify your biggest concerns, and address those concerns. We'll never push you into doing something you're not comfortable with.

  • We help you become more financially organized than you've ever been by developing, organizing, and helping keep your asset list up to date so that no assets are lost to the state's department of unclaimed property.

  • We'll explain and review the plan with you, but we'll never ask you to review the legal jargon. That's our job. 

  • Every plan offers planning for children so that any minor children are taken care of by those you choose, ensuring they are never taken into the custody of strangers in the event something happens to you. 

  • We draft and send letters to your fiduciaries, health care agents, and guardians notifying them of your plan and their role in it.

  • If your plan involves funding a trust, we ensure all steps are taken so that the trust works. We'll even do this for you, if it makes sense for you. 

  • Communication is essential to our plans so we return phone calls at specific times during the day or by appointment (which can be scheduled online!).

  • Every plan is priced at a fixed, flat fee that you choose so it fits into your budget, you'll never receive a surprise bill, and you can always feel comfortable calling us. 

  • All of our plans include a family wealth legacy interview, allowing you to pass down your intellectual, spiritual, and human assets that are so often overlooked.  

  • We offer a complementary review of your plan every three years so that your plan stays viable in accordance with your life changes and any legal changes.