Welcome and congratulations on making it here and taking the first step toward planning for everyone and everything you love.
We cherish the opportunity to help secure what you love.
We look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
Our office specializes in creating estate plans (wills and trusts) designed to achieve your personal and financial goals. If you would like to learn more, we suggest you attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation.
If you're ready to jump right in and start planning for you and your family’s future, please instead schedule one of our Family Wealth Planning Sessions.
Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated, and informed. We would love to send you a copy of this book for free, as our gift to you for considering working with us.
Simply click here and enter your name and email address and I'll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book consistently gets 4.5 stars on Amazon.