Helping Clients Accumulate, Protect, and Transfer Wealth
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. There’s no financial threshold you must meet in order to qualify for planning. The qualifications are simple and twofold: first, you must care about someone or want to have some level of control over your life, health, and assets; and, second, you must be age 18 or older.
Think of estate planning as the creation of your written instructions combined with the legal language necessary to accomplish your goals. If you want to control how things are handled for the rest of your life and after your death, you must have your own estate plan. Your instructions will protect and provide for you, your spouse or partner, children, pets, assets, goals, and legacy.
Though most people don’t associate estate planning with fun, we call it “happy law.” Why? Because we spend our days protecting our clients and their families, creating legacies, and benefiting charities. Knowing, that you’ve taken care of everything and everyone, will make you, your loved ones, and us, happy.