Don’t fail your loved ones. Don’t fail your loved ones. Even if you've created a plan already, it may not work when your family needs it. Estate plans, even with the very best documents, fail when they are not well-counseled, not updated and when your assets are not owned in the right way. Your family deserves more.

Will or Trust or …? What do you really need to keep your family out of court and out of conflict when something happens to you? We'll look at your family dynamics, and your assets, to ensure you understand what would happen if you don’t have a plan, and then help you create a plan that is the right plan for you, at the right budget, to achieve your desired outcomes for yourself and the people you love.

It doesn’t matter how much money you have. Estate planning is simply about attending to the inevitable, and bravely facing the end, in service to the best possible legal and financial choices throughout life. Our heart-centered counseling process ensures you make the right choices for yourself, and the people you love.

Is your family protected if something happen to you? Need to name guardians? Have an old plan that you want reviewed? We’re here to help.

Worried about what would happen to your business if something happened to you? Need a comprehensive succession plan? Ask us about a business audit.

Is your investment protected? Is your property best set up for asset protection and tax advantages? Learn more about how to best protect yourself.