why do i need an estate plan?

Welcome to our portal for Estate Planning resources. This portion of our website is designed specifically for you as our Estate Planning Client. At the bottom this page, you'll see links to different topics related to Estate Planning, each of which lead to more information on that particular subject. We encourage you to explore this educational content to understand your estate planning goals and tools more thoroughly. If you find you have specific questions or want further details about any of these topics, please don't hesitate to give us a call; we are always happy to chat. 


Elder Law & Elder Planning

Elder Law and
Elder Planning: Empowering You to Protect Yourself as You Age.

We aim to help our elderly clients get upstream before they find themselves in a crisis. By planning ahead, you can prevent the challenges that so many seniors face. 

Elder Law and Elder Planning: Empowering You to Protect Yourself as You Age.

Elder abuse is a frightening and real epidemic, one that is hidden far too often.

Our vision is to equip clients to protect both themselves and their elderly loved ones as they move into their senior years, where they are at higher risk of being taken advantage of. We are passionate about getting to know our senior clients, hearing their stories, and strategizing plans that prevent future abuse and neglect or remove them from current abusive situations.

Specifically, we protect seniors by providing:
  • Advance Medical Directives
  • Financial Powers of Attorney
  • Guardianship
  • Elder Abuse Investigation
  • Strategizing a Community of Professionals
  • Planning Communication with Loved Ones
Click the button below to get in touch with us or schedule your elder consultation:
You've waited long enough. Fearless is now available on Amazon!

This is not another reference book full of legal jargon. It's a practical and inspiring guide to help you plan your estate in ways that will give you confidence and peace of mind about the future.

Fearless is now available on Amazon.

Free Downloadable: 2021 Tax Changes That May Affect Your Estate

Sign up for our Newsletter to receive monthly stories, tips, and advice to help you prepare for the future. We'll start by sending you a free downloadable on how changing taxes could affect your estate plan.

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