Estate Planning

Why you? Why now?

So why do we need to talk about wills and trusts, death and disability?

Because the people you love need you and depend on you.

What will happen to them when something happens to you?

This is the question I help you to answer.

Estate planning is about protecting and providing for the people you love after your death or if you become disabled during your lifetime. By making a plan, you decide what happens to your assets, how your family is provided for, and what kind of legacy you leave.

Having a plan is also one of the greatest gifts you can give your family since it tells them what is where, who should deal with it, and how it should be handled.

But why do we have to talk about all this right now?

Because the whole point of a plan is to have it in place before you need it. You may be putting off planning because you don’t know where to start.

You feel overwhelmed and confused. You don’t know what questions to ask, you don’t have all the answers you think you need, and the decisions are hard.

But this is where most of my clients are when they begin working with me. We find the answers, work through the issues, and make the decisions together. Through the planning process we replace overwhelm and confusion with organized knowledge and peace of mind.


Here are some things my clients say when I ask them what’s on their minds.

“I want to make sure my assets go where I want them to go.”

“I want to make sure my spouse is taken care of.”

“I want to make sure my children are taken care of.”

”I want to minimize estate taxes.”

“I don’t want to be a burden to my family.”

”I want my funeral conducted a certain way.”

“I want the family business to continue after my death.”

”I need my spouse to be able to manage my assets if I can’t.”

“I want my wishes respected concerning medical care.”

”I don’t want to be kept on life support if I’m not going to get better.”

“I don’t want to lose my house if I have to go into a nursing home.”

”I never want to go to a nursing home.”

“I want to provide for my disabled child.”

”I want to make gifts to my children or grandchildren.”

“I want to pay for my grandchildren’s college education.”

”I want to make gifts to charity.”

“I want to protect my assets from creditors.”

I help my clients achieve these wants and meet these needs every day, and I’d like to do the same for you and your family.