FIRST WE LISTEN
Life would be easy if everything you needed was provided to you simply by pressing a button or pulling a lever. Personalized estate planning doesn’t work this way. Understanding your vision for that time when you are no longer here to control the transfer of your wealth and your values is essential for co-creating your estate plan that is uniquely yours. You teach us about what is important to you. We make no assumptions and we don’t work off of what we think is important. After all, it is your estate plan – not ours!
Learn more about what you can accomplish for yourself, your spouse, and your other beneficiaries. There is no cost and no obligation. You may attend a live orientation in person, via Zoom, or watch a recording. It might just bring your vision into focus.
THEN WE COUNSEL
If all you are ever asked is who your executor or trustee is and who your beneficiaries are then you are simply renting the word processor.
Proper Counselling involves your attorney’s experience working with families and understanding of the law. Counselling involves providing options for you to consider and helping you evaluate the suitability of certain strategies. After all, the ultimate decision is yours.
YOU DECIDE
Informed decision-making – You make choices for your estate plan based on counselling and experience. This synergy between you and your attorney empowers you to make the right decision for your plan. It is your plan, so your decisions, after considering alternatives, are the right decisions. Here