Welcome
Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals.
If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation here. If you're ready to jump right in, please schedule a Family Wealth Planning Session by calling our office.
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. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
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 gets 4.4 stars on Amazon!
THIS MONTH's OFFER
FATHER’S DAY
MY GRADUATION GIFT FOR YOU & YOUR RECENTLY GRADUATED CHILDREN
MY GRADUATION GIFT FOR YOU & YOUR RECENTLY GRADUATED CHILDREN
We’re officially designating every day in June, Father’s Day! Here’s how to show the man of your life how much you appreciate him….and….shhhhh, do it for free!
One of the best ways to show your husband and family you love them is to help put all of your family’s financial ducks in a row and make sure your kids are cared for by people you LOVE… no matter what! Sometimes men are resistant to coming in for a Family Wealth Planning Session™ but absolutely LOVE it after they’ve gone through it!
Be one of the first 5 people to schedule a session this month and in addition to a gift certificate good for a pitcher of beer and dinner for two at your husband’s favorite sports bar, so your husband can relax, watch the game, and enjoy himself, I will waive the regular $750 Planning Session fee. My Father’s Day Gift has a value of over $800 but is worth MUCH more to your family.
MY GRADUATION GIFT FOR YOU & YOUR RECENTLY GRADUATED CHILDREN
MY GRADUATION GIFT FOR YOU & YOUR RECENTLY GRADUATED CHILDREN
MY GRADUATION GIFT FOR YOU & YOUR RECENTLY GRADUATED CHILDREN
Graduation season is over—now what? Your child is officially an adult at 18, but without the right legal documents, you may not be able to step in during a medical or financial emergency.
To help, we’re giving a special graduation gift to 5 families this June: $1,250 in legal services — FREE. When you book a Family Wealth Planning Session™ this month, you’ll receive essential documents that allow you to support your child when it matters most.
This includes a HIPAA Authorization, Healthcare Power of Attorney, and Financial Durable Power of Attorney—plus, we’ll waive our $750 Planning Session fee.
Offer is valid for the first 5 families who book by June 30. Give your graduate the gift of peace of mind — schedule today.