...toward planning for everyone you love and everything you cherish. I'm honored for the opportunity to help you protect your assets, family, and legacy.
I look forward to learning about you and your values. We'll work together to discover the best method to achieve your goals and keep your loved ones out of the court room if something happens to you.
In one sentence, I help families build a plan that protects them today and preserves their story for generations to come.
FREE GUIDE
It's completely normal to feel hesitant about estate planning. No one wants to think about a time that we won't be there for our families.
Estate planning goes beyond planning for death - it plans for your life by:
We start with a careful review of what would happen to you and your loved ones under your current estate plan, or without a plan.
Once you're equipped to make an informed decision, we'll work with you to design a plan based on your goals and values.
Most estate plans stop short at protecting your financial assets. I'll help you preserve and pass on what really matters to you.
Then you need to name legal guardians. Do it here for FREE.
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy for you. You can name guardians for your kids for free right now.
Once you name guardians for your kids, you will rest easy at night knowing for sure...
What would happen to your kids if something were to happen to you?
What does it mean to name a guardian for my child? How can I do it?
Naming a guardian means legally documenting who you would want to love and care for your kids if something happened to you. By naming someone now, you can rest easy knowing your child will always be cared for by someone you chose, not someone a court chose for you.
In this 30 minute workshop, I'll walk through the best method for choosing a guardian, the crucial steps most lawyers don't tell you about, and how to make an emergency plan that works.
All attendees will receive a FREE toolkit to create their own legal Guardian Nomination.
You may register for one or both of the below times to ensure you can attend.
Pick your time to Register:
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