Planning Ahead

now is the time to start planning for the future

“…in this world nothing can be said to be certain, except death and taxes.”

-Benjamin Franklin

Personalized planning services tailored for your unique needs

Are you Single, Married, Divorced, or Widowed?  

Do you have a mixed family situation?

Divorced and want to protect your children’s inheritance?

Do you have children from different relationships

Have a son-in-law or daughter-in-law you don’t trust?

Do you have a child or grandchild getting government assistance for the child’s special needs?

Are you concerned one or more of your heirs may have a problem with drugs or alcohol?

you have worked hard for your family and for what you have made.
Protect it!

Avoid unnecessary TAXES and the long and expensive process of PROBATE

Secure your assets for your children and grandchildren.

Protect your family

Avoid the types of disagreements and fights which tear families apart.

Make major medical decisions now to avoid uncertainty later.  Serious injury, Alzheimer’s and dementia can all be prepared for.

You choose who will take car of things when you can’t.  Select guardians for your children or pets.  Decide who you trust o make financial decisions on your behalf.  

Identify the person who will make medical decisions when you cannot.