A Healthy, Caring Planning Approach: We won’t overwhelm you with legalese. Because we want you to make wise, informed decisions, we describe important concepts clearly so you understand your plan, its value and why it’s right for you.

 

Comprehensive Legal Planning for Children: If your children are still minors, we help you to craft careful plans for their legal custody to help ensure your children are raised by people you  have chosen.

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Integral Approach: We can assist you in making smart choices regarding saving for college, retirement, and Medicaid asset planning,

 

No Hourly Billing For Estate Planning:  All of our fees for estate planning are agreed to in advance, at our initial meeting, so there will never be any surprises.

 

Communication: Communication is encouraged from our clients. We want you to know and understand your estate plan. In turn, we are here to answer your questions, keep you informed, and make the planning process easy for you and your family.

 

Lifetime Relationship:  We understand that very few things in life remain the same, including you, your family, your assets, and the law. Thus, we offer a complimentary review of your estate plan every three years  to ensure that, as circumstances change, your estate plan remains relevant and up to date.