We will work closely with you to thoroughly understand your wishes, clearly explain your options, and design a customized plan to accomplish all of your goals.
You have probably heard of the different documents—will, trust, power of attorney, etc. These are just documents. We work with you to develop a comprehensive estate plan.
Are you looking for any of the following documents? Documents are tools we use in estate planning to carry out the plan that best suits your goals. We will help you craft a plan first, and then determine which tools are best suited to achieve those goals.
- Power of Attorney
- Revocable Trusts
- Irrevocable Trusts
- Medical Power of Attorney
- Lady Bird Deed
- Living Will
- Guardianship Affidavit
You will feel immense relief once you know you have protected your loved ones and hard earned assets
Learn how to protect your assets at a zoom workshop. We encourage you to invite your family and friends to attend at no additional charge.
Armed with Information
During the workshop, you will about the learn estate planning tools we use as part of your plan.
Create An Action Plan
At a one-on-one meeting, we will discuss your needs, review your current plan, and develop a personalized solution to your estate planning needs.
"Laura is sharp, passionate and will take the time necessary to find the best solution for you. Highly recommend!"
"I regularly refer clients to Laura and she takes great care of them. She is very knowledgeable, kind, and a great advocate. I am so happy to have her as part of my referral network."
"Laura was polite, professional, and empowering. Her insight is unmatched and I would recommend her services to anyone."
Our Estate Planning process will guide you every step of the way
Bring peace of mind to your loved ones, protect your "stuff", and rest easy knowing that you did everything you could to prepare for the inevitable.