Our philosophy emphasizes that Estate planning is more than just documents, it is a process. And that’s why we have developed our unique client-centered counseling and ongoing education called LifeFocus Planning™, which is a Three Step Strategy™ to achieve an estate plan that works.
We call it LifeFocus Planning™ because we continually focus and develop your plan throughout all stages of your life from healthy, to disability, to death. Together, we strive to keep your plan updated as your life and the law changes.
Our office believes in counseling oriented estate plans that work for you and your family.
We do not fit everyone into the same standard “off the shelf” documents.
We then work with your family, your helpers, and your beneficiaries to train them on what to expect upon your disability or death. We create an environment of continued cooperation with you, your family, and your team of trusted advisors. Doing this, we stick with your family to make sure they have the proper assistance and caring helpers during these difficult times.
Using our unique Three-Step Strategy™ we are able to make sure that your plan works and meets your definition of estate planning.
Blended families by nature bring more people to the table. The following are only a few of the big challenges we face w...