Because everyone – 18 to 88 –
needs some planning.
Your Life Plan in 3 Steps
Let’s Talk about Your Life
During your free initial consultation, we’ll talk about the people and things in your life and some thoughts about what you want to do to provide for them.
Determine Your Life Plan Options.
Once we determine your needs, we’ll talk about options and let you decide what works for your life plan.
Sign, Seal, and Exhale.
We’ll finalize the your Life Plan and make sure you know how it works for you going forward. Then the best part – the sigh of relief knowing you have taken care of that “something” that’s been on your mind for a long time.
When Should You Start Planning?
Questions to Ask Yourself
Who do you need/want to care for – right now and in the future?
What do you own?
How do you own it?
What do you want done with it?
What "wake-in-the-middle-of-the-night" concerns do you have?
Aren’t We Too Young? Do We Own Enough Assets?
The two most common questions we hear sound something like, ‘aren’t we too young to be thinking of estate planning?’ AND ‘do we really have enough assets to need a plan?’
The reality is life happens at every age and every income bracket. You wouldn’t drive without an insurance policy, why do so many of us life without a plan? We’ll help create essential documents and estate plans for individuals and their families ages 18 – 108.
What stage of life are you in?
Young Adults 18+
Young Families with Children at Home
Families in Mid-Life
Aging and Long-Term Care Needs
Navigating Special Needs, Second Marriages, & Probate Court
If you have a unique family situation – you’re not alone. Here are just few special considerations we help families and business owners with everyday.