Practical and personalized plans for your peace of mind.
The right estate plan celebrates your life and your legacy. The process is about honoring your stories and memories and not just about charts and plans. It's about the people you love, creating a sense of security for them in times of transition and change and taking care of the details so they don't have to.
Estate Planning can have a lasting effect on you and your family by providing a clear succession plan for the management and distribution of your assets during life and in death.
Through our work together, I will help you:
Create a personalized plan of action
Provide support to your primary people
Select the right person to take care of your love ones
Empower you to navigate the red tape with the right tools (Wills, Trusts, Power of Attorneys, Advance Directives, Appointment Health Care Representatives, HIPAA & more)
Creatively memorialize your legacy
Give back to the communities that matter most
Guide the celebrations of your life
Empower your love ones to navigate the red tape with the right tools (probate proceedings, trust administrations, tax filings & more)