leg•a•cy: a gift of property, especially personal property, as money, by will; a bequest.; something valuable you leave behind like your reputation and your values
Wills and Trusts: These documents help you maintain control over how your assets will be distributed and how your dependents will be cared for in your absence.
Guardian Angel Protection Plan: Make sure your children are properly protected by ensuring that the right guardians are in place in the event that you are not able to care for them because of death or incapacity.
Incapacity Planning: A comprehensive plan to have your personal affairs and decisions, including medical and end of life decisions, handled by someone you trust.
Probate Administration: It can be challenging to cope with the death of a loved one while simultaneously trying to settle their estate. We are here to guide you through that process.
Family Mediation: Conflict is an unavoidable aspect of life but you can choose how you respond to and handle family disagreements. We help you reach a fair resolution on important family matters while striving to keep the relationship intact.
Philanthropic Advising - With so many noteworthy causes in our society, the process of choosing which ones to support can seem overwhelming. Together we will simplify that process to ensure that your values align with your charitable giving.