When it Comes to Estate Planning, Taking Action Now Will Reduce Stress in the Future

A Personalized Approach is Important

We take the time to learn about our clients, their families, their goals and concerns.
We will never offer “cookie-cutter” solutions. Just as no two clients are the same, each plan is custom-designed to reflect the needs, beliefs, values and traditions of each client.
We work together with the clients’ other professional advisors to accomplish your goals.
We are committed to building and maintaining a lifetime relationship with each and every client based on integrity, compassion and exceptional service.

Working together we will plan for life’s exciting changes and inevitable transitions or assist with the transitions involved in the death of an individual.

PRACTICE AREAS

ESTATE PLANNING

Estate planning is for anyone that wants to protect themselves and their loved ones from life events such as incapacity or death.

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ESTATE ADMINISTRATION/PROBATE

If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action.

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TRUST ADMINISTRATION

With your trust as a roadmap, we help your loved ones navigate the process, providing assistance and information along the way.

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KEEPING THE PROCESS SIMPLE

Working with an attorney to create important legal documents can seem complicated and daunting. We keep the process simple.

SCHEDULE A CONSULTATION

We don’t talk in circles or generalize…we talk about you! We will send you information ahead of time for you to review and complete so we can focus our time together on your needs.

RECEIVE DOCUMENT DRAFTS

If you decide to move forward, we will create drafts of your documents and send them for your review. You can review these in the comfort of your own home, and note any changes and questions.

SIGN YOUR DOCUMENTS

Schedule a time to come in to review any changes, get your questions answered, and then sign your documents.