Girls in White Dresses

PLANNING FOR THE

ONES YOU LOVE

Our process begins with a Family Legacy Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.

 

During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you. Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.

 

Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.

Learn more

Family At Church
Family Hayride
3 Levels of Planning

Your family is unique - shouldn't your planning be?

Your Family
Lawyer For Life

We care for your family

in all life stages

More
Than Just Money

More than just your money leaving a real legacy

Planning For Your Children

Helping you avoid the common mistakes parents make when planning for their children

Family Fishing