LifeMap™ is a personalized planning tool that focuses on what your family needs.
Wherever you are on the timeline, we know nothing matters more than providing a secure future for the ones you love.
- Raising a Family
- 18th Birthday
- Caught in the Middle
- Empty Nesters
- Caring for Aging Parents
- Long-Term Care
- Someone Has Died
Do I really need a LifeMap?
What's an estate?
If you own a house or business, have life insurance, a retirement account, or other investments, you have an estate.
This is hard to think about
We get it. It’s hard to imagine a future you’re not a part of. A LifeMap™ provides the peace of mind that your loved ones are protected even if the unthinkable happens.
What do I really need?
You know what’s important to you, and from there, we’ll decide together which legal tools accomplish your estate planning goals.
If the hospital or nursing home is asking for a power of attorney for your recently-diagnosed parent, and they don’t have one, meet with us to learn your options for a guardianship or conservatorship.
If you are concerned about protecting your children’s inheritance or ensuring guardianship for minor children after divorce, create a personalized estate plan that protects their financial future.
As the parent of a child with special needs, there are 2 major considerations:
- Who will take care of your special needs child if you can’t?
- How can you provide them a secure financial future?
Talk with us to learn how to easily integrate special needs planning into your family’s estate plan.
It’s not too late to have a conversation about estate planning with a recently diagnosed parent. Address any immediate needs for financial & medical power of attorney documents or a guardianship/conservatorship.
If you’re worried about your children fighting over property, a difficult estate settlement process, or what may happen when family members receive large amounts of money, see why a personalized estate plan can ease all your concerns.
If you’re blending families, it’s important to have clarity around inheritance and other financial matters. Every couple is different, and working through the details now helps preserve your family’s relationships and builds a secure future for everyone involved.
Business owners have a lot to consider. Who will take over your business upon your death? Will you lose decision-making power if your business partner dies?
Ask us about business succession planning and why it’s an important part of your own estate plan