How do I create an Estate Plan?

Many potential clients, acquaintances and friends (sometimes fearfully) ask me how do they create an estate plan? Like many things, the unknown is most times the scariest part of undertaking a large project like an Estate Plan.  The most important part of what I do is take the burden off of their shoulders and create…

An Amazing Three Years

About three years ago, I made one of the biggest decisions of my life. With a five-month old in tow, in the middle of complete house remodel, and an empty client list, I decided to open my own practice… and it was one of the best choices I have ever made. Not only did it…

When Should You Revise Your Will?

Congratulations!! You’ve prepared yourself and your family for the future. Creating a Last Will and Testament (preferably in conjunction with a Revocable Trust and Advanced Directives) is a huge accomplishment. But even if you already have an estate plan, you’ll want to examine these documents periodically to make sure they continue to reflect your wishes.…

Is there a new addition to your family?

Ahhh, that fresh newborn baby smell. There’s nothing like it in the whole world. It makes you forget the sleepless nights, the thousandth diaper you’ve changed today, the crying that rattled your heart as you attempted to inhale that plate of food you called “lunch.” In the midst of caring for your newborn or young…