We listen to you. You've worked hard to build your nestegg. If you plan on leaving something behind for your children, we know that it isn't just about money. Many of our clients want an estate plan that serves as a guiding hand for their adult children after they are gone, a final act of parenting with love. We take a comprehensive look at your situation, your goals, and craft a plan of giving that is suited to your particular children. Your children were different when they where young, perhaps they've grown into adults with different skills and needs.

It's not just about the kids. A solid estate plan includes protections for you while you are alive. A power of attorney for financial affairs will allow your loved ones to access funds for your benefit if you are unable to care for yourself. An advanced health care directive empowers your designated agent to tell the doctors your wishes if you are incapacitated.

We fill the gaps that traditional estate planning leaves. Traditional estate planning doesn't take the fact that in these modern times families are often spread far and wide. That's why we created the Inner Circle Program - a way to connect the important people who live near you with your relatives so, in the event of a crisis, people aren't wasting time and energy.

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Many parents don't realize that when their child turns eighteen medical and financial privacy laws may prevent them from helping their child in an emergency. This is why we have a specialized package called The Fledgling Plan for young adults to name their parents as their health care and financial agents. These important documents will give you the power and access to help your child in an emergency.

Even if you have already completed an estate plan of your own, a divorce or a new marriage typically calls for significant changes to your plan. Things can get especially complicated when there are multiple parents and mutliple children.

Fortunately, there are good options for blended families who want to ensure that certain items in the estate are reserved for certain children. The first step we take when working with blended families is to help define the expectations of the individuals. This can be uncomfortable, but it is important work. Going through the process is a gift to your children because it helps to avoid the hard feelings and expense of litigation that can result from misunderstandings. It is also a peace of mind gift to yourselves. Once we agree on the goals, we draft legal documents to ensure these expectations will be met.

Planning with us always includes our proprietary Child Safety Net System so you can be assured that your children will be cared for no matter what.

Setting up your estate plan to be assured that your assets will be used for your benefit if you are incapacitated and go to the individuals or charities you want if you die is critically important. Many times the default provisions in the law are not at all what you want.

A solid estate plan includes protections for you while you are alive. A power of attorney for financial affairs will allow your loved ones to access funds for your benefit if you are unable to care for yourself. An advanced health care directive empowers your designated agent to tell the doctors your wishes if you are incapacitated.

We fill the gaps that traditional estate planning leaves. Traditional estate planning doesn't take the fact that in these modern times families are often spread far and wide. That's why we created the Inner Circle Program - a way to connect the important people who live near you with your relatives so, in the event of a crisis, people aren't wasting time and energy.

In the 2015 Obergefell v. Hodges decision, the US Supreme Court upheld the right of same-sex couples to marry in all 50 states, bringing marriage equality to lesbian, gay, bisexual, and transgender (LGBT) couples no matter where they live. Since then, same-sex married couples have had access to all the estate planning tools that heterosexual couples have been taking advantage of for years. Same-sex couples no longer have to go to creative lengths—and pay estate planning experts well versed in work-around strategies—to achieve similar results that heterosexual couples enjoy.

However, many of our clients, both LGBT+ and straight, choose to stay unmarried for their own reasons. In this case, it is imperative that everyone involved be aware of what the plan is if one party is incapacitatd or dies and that there are documents uphold the plan. As we say in the office, any promise to a lover that isn't in writing is just pillow talk.

If you are in a committed relationship we can help you determine whether or not getting legally married would be beneficial to you.

You'll also want to learn more about our priopriatary Inner Circle Program to keep the people closest to your heart connected and aware of each other.