We know estate planning is hard, so we try to make it easy

We completed our estate with Scott and could not be more pleased. As complicated and intimidating as a ‘trust’ can be, he presented it in a straight forward manner, building our confidence and enabling us to make good and informed decisions for our family.

– Robert, Client

How I got started on this path

I didn’t genuinely appreciate the importance of estate planning until I became a parent. I was like most new parents, and I procrastinated in completing my estate plan. It wasn’t until my wife and I were planning our first trip without our kids did me make sure we had an estate plan in place. The fear of who would take care of our kids if something happened to us finally provided the necessary motivation.

I was working in the financial services industry, so I saw first-hand the problems that could arise if there wasn’t a plan in place.  I wanted to make sure that my family avoided these problems.

After going through the estate planning process, I knew that I wanted to help families and business owners protect what matters most to them. I wanted to provide them with peace of mind by having a solid estate plan in place.

Estate planning should be more than just a set of documents. It means preparing for the future, protecting your family and creating a lasting legacy. We know you are busy, and you need a lawyer who can make things easy and efficient for you. You also want someone who will be there to support your family through all of life’s changes. 

​We are here to help you create a plan that will work for your family for generations to come.

Client Profiles

Married Couple with Two Minor Children

These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations in case something happened to them when their children were still minors.

We created a trust plan for them, which included:

  • A Trust;
  • Pour Over Wills;
  • Durable Power of Attorney;
  • Health Care Proxy; and
  • Living Wills; and
  • Deed.

Single Woman with Three Adult Children

This client was a single woman in her seventies with three adult children. She did not have an existing plan. Her goals included making sure her assets went where she wanted to gift them, and to set up her advance health care directive and medical documents.

We created a will plan for her, which included a:

  • Will;
  • Power of Attorney for Finances;
  • Power of Attorney for Health Care;
  • Advance Health Care Directive; and
  • Disposition Instructions.

Married Couple with Two Adult Children and One Child

These clients were a married couple with two adult children and one minor child. They wanted to provide for their children and provide guardian designations in case something was to happen to them while their child was still a minor.

Their plan included:

  • A Trust;
  • Pour Over Wills;
  • Durable Power of Attorney;
  • Health Care Proxy; and
  • Living Wills.

Married Couple with One Minor Child and One Child Expected

These clients were a married couple who had one minor child and were expecting another child in two months. Their goals were to protect their assets, provide for their children, and avoid probate. They also wanted to make sure their estate plan was completed before their new child was born

We created a trust plan for them, which included:

  • A Trust;
  • Pour Over Wills;
  • Durable Power of Attorney;
  • Health Care Proxy; and
  • Advance Health Care Directives.