Estate Planning

We all have a legal-life that will cost us if we are caught unprepared. Our legal system was designed to react to a legal crisis. Lawyers charge a high fee to clean up the legal-life mess. This is an expensive and stressful way of managing your legal- life. Our proactive holistic approach is a lot cheaper.

Exit Plan

Estate planning is not about wealth—it's about control. Every adult must prepare 10 key areas of their life to prevent leaving a costly mess for the family.

An effective Exit Plan answers three crucial questions:

Who is authorized to make decisions for you?
How will your assets transfer after death?
What are your final instructions and desires?

Get organized now to save your loved ones time, stress, and minimize taxes and legal costs.

A post-divorce renaissance

Divorce is your cue for a critical financial reset.

Do not assume your ex is removed as beneficiary from all accounts. While your Will might change, policies like Life Insurance and Retirement Accounts must be updated directly.

Failing to act means your ex could inherit your assets, leaving your loved ones with nothing but a legal fight.

Take Control: Update your beneficiaries and decision-makers immediately to align your estate plan with your new life.

Preparing my parents for the inevitable

Probate is the formal legal process for settling an estate after death—and it is notoriously time-consuming, expensive, and stressful.

Here's the Punch: You can proactively prepare your parents' estate to avoid probate entirely.

Don't wait for future stress and expense. Be proactive now by helping your parents get organized across all ten key areas of their estate.

Protecting my special needs dependent

Protecting your special needs child means planning carefully to avoid jeopardizing essential government benefits.

The Challenge: Directly owning assets can lead to disqualification from vital programs.

The Solution: A Special Needs Trust (SNT).

Work with us to customize an effective SNT structure that preserves benefits while securing the financial support your loved one needs for life.

Protecting my pet after I am gone.

We’ll walk through everything you, as a devoted pet parent, need to know to secure your pet’s future—legally and with love. Whether your pet is your only “child” or part of a bigger family, we will help you take meaningful, protective steps today—so no one is left guessing tomorrow.

In order to proactively prepare to legally protect loved ones or yourself, it is crucial to understand your legal-life. Answer the following five questions to see how prepared you currently are to face future legal-life challenges:

If I become legally incapacitated. I have formally nominated an Agent to manage my financial affairs. This document has been updated in the last three years or I have annually signed a reaffirmation form.
If I become legally incapacitated, I have formally nominated a Patient Advocate to manage my health care and/or end of life decision-making. This document has been updated in the last three years or I have annually signed a reaffirmation form.
If I become incapacitated or should die, I have signed a written nomination of guardian and conservator to protect my minor children. The nomination includes a care instruction love letter.
I have written verifications of my intended beneficiaries.
If I should perish, I have organized my assets and created a clear plan of distribution for my Agent to follow.

A "no" answer to any of the above questions could result in an expensive legal mess for others to clean up.

Remember there are two things in life you never want to scrimp on, your parachute and your legal-life care plan. You will probably only use each once and you want to be darn sure they work when you need them .

Finally, an estate-plan system for everyone. Legal-life care planning is the next evolution in estate planning. I have created a proactive holistic system to help clients get organized and prepared, while avoiding high legal fees, probate and reducing stress.

We help singles, couples and families prepare for a legal-life crisis in the following areas:

Probate avoidance
Organize assets
A real estate protection plan
Financial incapacity plan
Wealth transfer plan
Trust Administration
Pet trusts
Child Care / Special needs plan
A beneficiary plan
A digital estate plan
Health care incapacity plan
Post death plan
All Probate Matters

Our law firm will handle estate planning and probate matters from the routine to the complex. For 33 years we have helped clients get organized and proactively prepared. We can help you! All you need to do is contact us to schedule a consultation. Our system will help you create a legal-life care plan to meet your life objectives. Do your loved ones a favor, contact us to get started today.