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. 


Ethical Wills

Your Ethical Will:
Leaving Your
Legacy, Morals,
and Values

Your Ethical Will:
Leaving Your Legacy, Morals, and Values

“By the time we come to realize that the years ahead are far fewer than the years we have already lived, we confront the discouraging truth that, unless we do something about it, all that hard-won wisdom will disappear with us when we die.”

-Rabbi Harold S. Kushner, from the Foreword of Ethical Wills & How to Prepare Them

Essential as wills, trusts, and other legal tools may be in ending well and creating an effective estate plan, these all pale in comparison with the significance of an ethical will.

Just as a Last Will and Testament passes on your assets, so your Ethical Will is designed to pass your deepest values and beliefs to your loved ones. Because of the emotional and spiritual nature of these records, we find that they are the most impactful part of any estate plan – both for the giver and the receiver.  


View Our Collection of Real Ethical Wills:


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

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