"I want to leave my children enough that they feel they can do anything, but not so much that they do nothing."
Warren Buffet
Estate Planning is about Protecting those you love and the things you care about.
What We are Good At . . .
Estate Planning
Planning that protects you, your family and your assets in the event of incapacity or death.
Planning for Minors
Decide who will care for your children and how, if you can’t do it yourself.
Planning Through Divorce
Make sure your divorcing spouse is not the one inheriting from you or the one making medical and legal decisions for you, if you become incapacitated.
Medicaid Planning
Have some assets? You can plan and still qualify for Medicaid.
Probate
Process through court to transfer assets to heirs after the owner dies.
The Estate Planning Process
Pre- Life Planning And Beyond™ Meeting
We You will receive a questionnaire to fill out on your phone or computer and a list of documents you will collect. Even if you do not go forward with a plan, this will help you organize your financial life
Life Planning and Beyond™ Meeting
Here is where we meet in person for the first time and you educate me about your family, assets and needs and we educate you about the law; and you choose the plan that works for you.
Counseling and Design Meeting
We meet again to decide what you want and need in your plan. We will guide you to make the best decisions for you and your family.
Signing Meeting
We sit for about an hour to review your plan. If it meets all your needs, you sign the documents.
Pick-Up and Funding Meeting
We meet one more time so you pick-up your estate plan portfolio. We provide you with instructions and guidance to transfer your assets into the trust (for trust-based plans).
