Who You Are

You want to ensure things are as easy as possible for your family if and when something happens to you.

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Family People

You want to ensure things are as easy as possible for your family if and when something happens to you.

You show your love through acts of service. You want to pass on what you have worked so hard for your entire life and do it in a way that feels good and full of ease.

Your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love.

You may be single, married, have children or not. The one common denominator is that you truly and deeply care about the people in your life and you want to make things as easy as possible for them when something happens.

You are not alone. We are here to help.

No matter your situation, this important planning will give you peace of mind that the people and things you care about most are protected.

Married with Children

When you are married with children, estate planning seems pretty straightforward.

You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die and then to your children after your spouse is gone.

Seems simple, right?

If only our probate courts weren’t clogged with the impact of the complexity of money and family. Then it would be "easy" to go through court and there wouldn’t be $58 billion (with a "b") of assets in the state departments of unclaimed property across the United States.

There are a myriad of questions that need to be answered to ensure your family stays out of court and out of conflict in the event of your incapacity or death, even when you are simply married with children.

And some tactical specifics need to happen to ensure your assets don’t end up lost to the state department of unclaimed property if your family overlooks something when you are not there to guide them.

Plus, if you are in a blended family with children from a prior marriage, it’s an almost guarantee the people you love will end up in conflict if you don’t plan ahead.

Most of all, your wealth isn’t measured just by the dollars in your bank account but by the well-being of the people you love. If you are reading this, it is because you care enough to get your estate planning handled so your family will stay out of court and out of conflict no matter what.

We know you are busy and we promise to make the process as simple and easy for you as possible.

Blended Family

You love your family.

You want to ensure things are as easy as possible for them if and when something happens to you.

Here is the really important part though: If you are a blended family and either you or your spouse have children from a prior marriage, there is no way around it – you must plan ahead to keep the people you love out of conflict.

No matter how close or friendly you think your spouse and your children are, there is simply an unavoidable and inherent conflict among them upon your death.

The great news is that this conflict can be mitigated and you can ensure that the people you love most will all be well taken care of with the most ease possible.

You can even take actions in advance to support their being on the same team in a time of grief if and when something happens to you.

But it doesn’t happen like magic.

It does take planning, and we are well-trained and highly skilled in planning for the needs of blended families.

If you are in a blended family, schedule your Life & Legacy Planning Session and we will look together at everything you own and everyone you love, and what would happen to all of it if and when something happens to you.

Then you are informed, educated and empowered to make the right planning decisions for the people you love.

Single Parents

You love your children.

You have the primary responsibility for ensuring their well-being and care.

If something happens to you while they are minors, you want to ensure you have made the decision about who cares for them, and how.

In the most ideal scenario your child’s other parent would be suitable to take custody of your child if you cannot be there. But in many cases, that’s not possible or desired.

And even if it is, you may want the financial resources you are leaving behind cared for by someone other than your former spouse or partner.

No matter what the scenario, as a single parent (whether your child’s other parent is in the picture or not), you need to take the necessary steps to legally document who you would want raising your child, how you would want your child raised, and how you want your assets handled for your child in case anything happens to you.

We know you are busy and we promise to make the process as simple and easy for you as possible.

Life Partners

In so many ways, estate planning is almost MORE important for you when you are in an unmarried relationship with your life partner.

And if you have children together, it is exponentially more important for you to get your estate planning handled right.

The law does not protect your life partner. Period.

You have to take action yourself to ensure you will have access to your loved one’s hospital bedside and that your life partner will have access to you if you are hospitalized.

If you do not take action, it is very likely that the person you love most in the world could be blocked from being with you in an accident, making health care decisions for you, deciding what you are nourished with if you can’t decide for yourself, or who gets to see you.

And that’s just your healthcare.

Without the protection of estate planning, the person you love most in the world could be thrown out of your house, ejected from your business, or locked out of your finances.

If you have children together, your children could even be taken out of your life partner's care.

Estate planning when you are unmarried is not optional. It is truly a matter of life and death for the people you love most.

You must make the time to plan ahead for your life partner while you are alive and have capacity.

Your Chosen Family

No matter who your chosen family is, you have people and things you care about, and you want to ensure things are as easy for them as possible if and when something happens to you.

You want to pass on what you have worked so hard for your entire life and do it in a way that helps your loved ones know and feel your love just when they will need to most.

On top of that, and maybe even more importantly, you want to choose who will receive what you have worked so hard to create, and also ensure that your chosen family will be able to care for and love you in the event you are incapacitated and cannot make healthcare decisions for yourself.

Your wealth is not measured just by the dollars in your bank account but by the well-being of the people you love.

You care enough to get your estate planning handled so your loved ones will not get stuck in court or conflict when you become incapacitated or die.