Your Source for Business Plans, Probate, Wills & Trusts
You’re most likely visiting my site because you have concerns, and you care about your loved ones. Perhaps you are a planner—that’s great! I’m here to serve as your caring guide and life-plan implementer. I can help with:
- Estate planning (including wills & trusts)
- Business planning
It doesn’t matter if you’re a young parent, a new professional, a blue-collar worker, middle-aged or in retirement—I can assist you with estate planning. While sooner is better, I welcome anyone at any life stage.
Consider Your Legacy
Your legacy is not just the values, life lessons and instructions you leave behind, it’s your assets as well. You may have been blessed in life with monetary wealth or you may have a smaller nest egg. Either way, your money and tangible property will be left behind. I can help ensure it is distributed the way you wish. Believe me, it’s wise to be well-prepared because life is uncertain.
Where We Start
We start at the beginning! I offer a free 15-minute consultation, and when it’s time to begin, we will have our first Planning Session. We will go over all of your wishes and goals and review your assets. From there, we’ll determine what needs to be done, which can include business planning, drafting a will or establishing a trust or probate.
Over the years, I have drafted countless wills and trusts. I’ve taken a multitude of clients by the hand and led them through the estate planning process. In return, I have been touched by their gratefulness. Rest assured, your legacy will be in good hands with me. You will enjoy a deeper and better quality of life after our Planning Session.