Estate Planning & More
Because your life deserves a plan
LIFE PLANNING TO WIN
My wife and I have been talking about life planning since our first child was born in 2009, but I never had the proper information to act on my wife’s request.
Then I met RG.
My favorite part about having RG come to our house and plan our life was how comfortable he made my wife. As long has my wife feels good about his plan, I know I’ll have no issues with it as well.
People who have had family conflict due to lack of planning
Don't have an up-to-date will
Amount of time to get through probate process
Millennials have named a healthcare Power of Attorney
Three Steps to Win at Life
Allow Us to Create a Customized Plan
Set-up a free consultation to talk with an attorney that specifically deals with the area of law you need. We’ll help you understand your options and our approach to your exact situation. Learn More
Let’s Execute the Plan Together
After your questions are answered, consider hiring us! When you do, we’ll use our time together effectively. We’ll ask you to gather questions and documents needed to create and execute a plan for your life or business situation. Learn More
Breathe Easy & Get Back to Life
Congrats! You didn’t just hire an attorney – you hired an ally. Should you ever experience a situation when you need an attorney again, don’t sweat it. Put our problem-solving talent to work again. Learn More
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 Minor Children
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.
Probate - What is it? Can You avoid it? (Short Answer: You Can!)
Second Marriage with Separate Children & Assets
Special Needs Care for Adult Child or Lifetime Care
Managed Distributions to Structure Time and Amount
Special Planning for Specific Property, Farm, or Businesses
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