Planning Through Education, Information, and Empowerment

Our process begins with an Estate Planning Empowerment Session - a comprehensive meeting where we first take an in-depth look at exactly what assets you have and what will happen to those assets and your family under your current plan (or no plan at all), and then we discuss what you would like to have happen and how to make it so. 

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. 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. Then, we’ll design an estate plan together to make sure everything goes the way you want it to so you are always in control.