Since you’re reading this now, you must be at the beginning of this journey. Perhaps you have children and you know deep down that you need to plan for their future in case you are not around to care for them. Who do you want to make sure finishes raising them? Who do you want to make sure does not have that opportunity? Maybe you want to make sure someone has the power and resources to take care of you and your family if you become incapacitated? Or you want to do what you can to provide for those loved ones when you die (and, yes, as uncomfortable as it may be, we all know that we will all die). Planning can help to ensure our loved ones have ample resources, that they don’t have to go to court, endure the delay and expense of probate, or fight over money, heirlooms, or the kids.

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 ones out of court and out of conflict when something happens to you (or them). I call this Life and Legacy Planning—it’s about so much more than your “estate”; it’s about your hopes and dreams for yourself and those you love, and planning so that those hopes and dreams don’t simply disappear when you are gone. Even if you have a plan, odds are it’s out of date, not properly funded, or inadequate. Ask me to put that plan through my 50-point review then you can decide the best next step to protect you and your loved ones.

If you're ready to get going with a Life and Legacy Plan, please attend one of our upcoming events (which you can read about below) or schedule a Life and Legacy Planning Session.

If you’re not quite ready and want to learn more, that’s fine, it's normal to be a little uneasy about planning for our inevitable incapacity and death. 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 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 I'll send you a free copy of Wear Clean Underwear. Once you’ve ordered this great book, just click the button below to learn more about Life and Legacy Planning and my compassionate and comprehensive process that will give you a plan you love and the peace of mind you we all crave.

If you're a business owner, you definitely need an estate plan, but you also probably need some help crafting and implementing a business strategy for growth and even greater success. I’ll work with you to review your legal, insurance, financial, and tax (LIFT) arrangements and implement necessary changes. I’ll act as your “outside General Counsel,” providing you a cost-effective way to have your own “in-house” legal and business counselor. Get started now by scheduling a LIFT Your Life and Business Planning Session, or learn more by clicking the button to the right.

Individuals & Families