WHY DO YOU NEED ESTATE PLANNING
Don't Leave a Mess
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.
Protect Who (And What) Matters
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.
Get Financial Peace of Mind
Will or Trust or Probate?
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.
It doesn’t matter how much money you have.
ESTATE PLANNING IS FOR EVERYONE
Estate planning isn’t just for the wealthy or retired - it’s for anyone who wants to protect their loved ones, plan for the unexpected, or create a lasting legacy. Whether you’re starting your career, running a business, raising a family, or caring for aging parents, planning ahead gives you peace of mind and control over your story.
