Life & Legacy Planning

Not your Typical Estate Planning

  Not your Typical Estate Planning 

​​​​​​​​Living a wonderful life and leaving a legacy to be proud of takes careful planning. Far too often failing to plan results in a plan to fail.  
 

Here's how we are different:
 

Typical estate planning plans for your death and dying. Our approach is to plan for your living and legacy. Our #1 goal is have you live your best life and leave a legacy for those who mean the most to you.  
 

Our practice includes:
 

  • Wills      
  • Health Care Power of Attorney
  • Durable Power of Attorney
  • Living Wills
     
  • Asset Protection 
  • Business Succession Planning                           
  • Special Needs Trust 
  • Living Trust
     

We are committed to:   

Value based billing: Our Choice Billing program lets you choose the spend based what makes sense for you.
  Confidentiality: All client information is held in the strictest of confidence. Confidentiality begins with our initial consultation and continues indefinitely.
Communication: We pride ourselves on open and ongoing communication.  All client calls and emails are answered within one business day.
   Transparency: Clients are welcome and encouraged to review their case file via our client portal as often as they choose. ​​​​​​​​