DOES YOUR PLAN WORK FOR YOU?
I want to make sure it does! Whatever your wealth or financial status, the right plan for you exists – and I can help you get it.
Provide. Protect. Promote peace of mind. Let’s talk about what the right estate plan can do to provide for you and your loved ones, protect your financial health, and promote your peace of mind.
Accomplishing your goals IS my goal. Think of estate planning like planning a roadtrip. You’re in the driver’s seat – what are your goals? Let me be your navigator. I’ll make sure you take the best route, avoiding (legal) potholes and hazards.
Is it time for a tune-up? Just like your car, your estate plan needs maintenance to ensure it will serve you reliably when you need it. Life changes (births, deaths, marriages, divorces, property is bought or sold, etc.) and the law changes, too. Let’s be sure your plan meets your needs and accomplishes your goals in the best possible way given the ever-changing landscapes of your life and the law.
The right plan for you answers all these questions. What kind of legacy do you want to leave behind? Who would manage your affairs and take care of you if you couldn’t do it yourself? Who would raise your young kids if you couldn’t? Who would take care of your beloved pet? What is the best way to accomplish your goals? Let’s talk!