Need to Plan Your Estate?

Protect What You Have Built


Leave a Lasting Legacy


Life & Legacy Planning
A Cut Above Traditional
Estate Planning


Unlike a traditional estate plan that prepares for your death, a Life and Legacy plan is a plan for your life. A Life and Legacy plan will allow you to:

  • Protect your assets should you become ill or incapacitated

  • Pre-decide medical treatment

  • Determine who will make health care decisions

  • Communicate your wishes to your loved ones

  • Provide for loved ones should you become incapacitated or die

  • Leave a lasting legacy for  the causes you are passionate about 

  • Leave a lasting legacy for your family 

Life Planning 


Legacy Planning 

  • Testamentry Bequest 

  • Charitable Planned  Giving

  • Charitable Trust  

  • Charitable Legacy Gifting  

  • Revocable Living Trust

  • Irrevocable Living Trust   

  • Advanced Health Care Directives 

  • General Powers of Attorney 

No Upfront Retainer