We pride ourselves on listening carefully to our clients, and learning enough about their families, their goals and desires, so that we can craft a personalized plan that fits your needs. There is no such thing as a one-size-fits-all estate plan – your family deserves a customized plan created just for you. Our approach will eliminate headaches and minimize the chance of unwanted consequences such as having to go through probate, will save money in the long run, and will assure your privacy to the maximum amount permitted by law. Our practice is geared toward people that want and understand the importance of high quality estate planning. We enjoy educating our clients about the process of estate planning and helping them make informed decisions that will help meet your goals and desires. If you are looking for this kind of long-term personalized service, please call us to get started on an estate plan that will help you sleep at night knowing you have cared for your family after death in the same thoughtful way you have done during your lifetime.

We offer 3 types of ongoing maintenance of your estate plan after it is signed. For a nominal annual fee, due by January 15 of the year following your Fulfillment Meeting, you will have the opportunity to join our C.A.R.E. program (Continuing Annual Review Experience). There are 3 levels – C.A.R.E. Lite is offered at no cost for the 1st year and can be continued indefinitely for a minimal cost – it includes limited phone calls at no charge, and updating of your POAs. C.A.R.E. is the next level, and includes more benefits. Finally, C.A.R.E. Plus is our concierge level ongoing maintenance program with still more benefits and advantages. If you choose not to join C.A.R.E. , we will, of course, continue to be available to you on an as-needed basis at our regular hourly rates.

Many law firms offer “typical” estate plans which include a Will and a Health Care Power of Attorney. There’s nothing wrong with that but, unfortunately, a Will does not take effect until after death so it cannot, by its very nature, include disability planning. A Health Care Power of Attorney gives an agent the power to make decisions but does not give any instruction to that agent as to how to exercise the power. We believe disability planning is critically important to a comprehensive estate plan. At our Firm, we spend quite a bit of time talking about how our clients can protect themselves and prepare for their own future disability so that our clients can enjoy the peace of mind of knowing that they will be well cared for no matter what.

Well, the best way to answer that is by asking a few questions – do you care who will raise your minor children if you pass? Do you care who gets your property when you die? Do you want to protect the inheritance you leave to your loved ones from creditors? Between one-half and two-thirds of American adults don’t have a will, so you’ll be in good company if you do nothing. But do you need an Estate Plan? If you answered “yes” to any of the questions above, then the answer is a resounding YES.