Protecting Your Family
Taking care of your family is always the number one priority, but I often hear clients say, “putting an estate plan together has been on my to do list since my oldest was born, now she is turning six!” Nearly 69% of parents have not designated a guardian for their children. But what if something unthinkable happens to you and you can’t care for your children?
The truth is, by talking about what will happen, you will be giving your child an incredible gift. My role is to help you make the best decisions for your family and that’s why my law practice does things a bit differently.
Really talking through the issues: A complete estate planning portfolio can be complicated. I’m here to listen and come up with a plan that fits the needs of your family. Many parents just assume relatives must be guardians, but through our conversation, I can help you identify guardians who will best care for your children and honor your parenting style.
Let’s meet on your schedule: I meet with you at a time and place that’s convenient for you. Often at your home or place of work.
No surprise costs: I work on a flat fee basis and never have surprise costs.
Honoring Your Traditions
When my mother died, I craved her presence and voice. Her passing taught me that estate plans are more than just legal documents. It’s an opportunity to document your family history, values and traditions. That’s why, as part of my estate planning process, I include a recorded family interview where I ask you questions about your life and what you want for your children.
Customizable Portfolios for Peace of Mind Planning
A will is not enough to protect your family. Together, we can craft a plan that’s right for your family, including:
Durable Power of Attorney
Family Emergency Contact Cards
Advance Directive for Health Care
Anatomical Gift Instructions
Recorded Family History
Let's Set Up A Free Consultation
Estate planning is an ongoing process, as opposed to a one time event. I pride myself on getting to know clients and their families so we can build a lasting relationship built on trust. I look forward to planning with you.
E-mail me at firstname.lastname@example.org