• Raising a Family
  • 18th Birthday
  • Caught in the Middle
  • Empty Nesters
  • Caring for Aging Parents
  • Retirement
  • Long-Term Care
  • Someone Has Died
  • Raising a Family

    Many young families put off estate planning. You may feel you are too young, healthy, or assume you cannot afford it. It is difficult to imagine a future that you are not a part of, but proper planning shows your family how much you care.
  • 18th Birthday

    Eighteen is a milestone birthday. Most parents would agree that those parenting instincts do not simply cease once your children reach adulthood. When your child turns 18, there are some changes to your legal rights that many parents are not aware of.
  • Caught in the Middle

    As a parent busy raising a family and a child of an aging parent, you carry a lot of responsibility. To avoid feeling overwhelmed, take action.
  • Empty Nesters

    Major family milestones are an important time to have your estate plan reviewed and updated if needed or get started if you have not established a plan.
  • Caring for Aging Parents

    End-of-life planning isn’t an easy, but it’s an important conversation to have.
  • Retirement

    This milestone is a good time to make sure your estate plan is up to date—and to prepare for the years ahead. Retirement is an exciting time and full of changes.
  • Long-Term Care

    Long term care expenses are an ever-increasing concern. The cost of care continues to rise and many wonder how and if they will be able to afford care. Good news, we can help!
  • Someone Has Died

    If you are named as the personal representative in a last will and testament then it is best to consult with an attorney to help you understand your duty as the fiduciary.

Special Considerations


Potential Concerns: The doctor/hospital/long term care facility is asking for a power of attorney for my parent(s) and they don’t have one established.

How We Can Help: Contact us - We will be happy to provide you with information on guardianship and conservatorship.


Potential Concerns: 

  • Asset protection 
  • Protecting your children's inheritance during divorce
  • Guardianship 

How We Can Help: 

After a divorce, it is important to create a new estate plan to reflect your preferences and protect your assets. If you have minor children, we will also discuss guardianship.

Special Needs

Potential Concerns:Will my child lose government benefits when they receive an inheritance?” YES!

How We Can Help: Talk to us about establishing a Special Needs Trust or Medicaid Payback Trust

Dementia Care

Potential Concerns: My loved one was just diagnosed with Alzheimer’s/ can we prepare?

How We Can Help? We are here for you! Schedule a consultation and we can guide and advise you based on your specific needs. 

Ask us about:

  • Asset Protection Roadmap
  • Guardianship / Conservatorship
  • Capacity determination


Potential Concerns:

  • I don’t want my estate to be this difficult to settle.”
  • “My siblings are all fighting over property...I don’t want my kids to fight when I die!”
  • “I’ve never had this kind of money and I want to handle it with care”

How We Can Help: Your financial life has changed --  It’s time to update your estate plan!


Potential Concerns: 

  • Splitting finances.
  • How do I talk to my kids about my new marriage and how that affects their inheritance?
  • Estate planning and second marriage.

How We Can Help: Schedule a free consultation and we will advise you on establishing a proper estate plan for your new marriage.

Bought or Sold a Business

Potential Concerns:

  • Do I have to probate my business?
  • Who will take my business over upon my death?
  • Will I lose control and decision making power if my business partner dies?
  • I want to give my business to 1 of my children. How do I make sure inheritance is equal for all of my children?

How We Can Help: Ask us about estate planning and business succession planning!


Potential Concerns: What if my situation is different from anything listed?

How We Can Help? We understand that each situation is unique. Feel free to contact us with any questions you may have. We will work with you to find a solution.