I am an estate planning attorney and mother to three amazing children! After working at very large law firms for over 18 years, I finally realized my dream of opening my own law firm where I could educate and serve families and small business owners that do not always have access to big firm attorneys. When I started my family 7 years ago, not only did I change as a person, but I started to look at my profession from an entirely new perspective...as a parent! I realized that parents with minor children are hugely under-served and overlooked by most law firms despite the fact that they probably need estate planning more than any other segment of our community. I am passionate about protecting my family, and I know I am no different than every other parent. My firm's number one priority to is to help families recognize how important estate planning is even if they don't think they have an "estate" worth planning because its not about the money, its about the ones that we love. I am so very blessed to be able to help families and family business owners in my community, and I really look forward to working with you!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in business and estate planning to achieve your goals.
If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session; if you're a business owner, schedule a LIFT.
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Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
Simply click here and enter your name and email address and I'll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.