Unexpected bad things can happen at any time even to the best of people. My mission is to encourage and help people and their families to be prepared in the event that a tragedy were to strike. Car accidents, a fall, dementia and other illnesses, or death can happen out of nowhere. Without proper planning, you can leave your family with a financial mess.

I’m Personally Involved

I’ve unfortunately seen first-hand what happens when folks are not prepared with proper lifetime mental disability planning or death planning. My wife and I have helped take care of an elderly lady for more than 10 years after she suffered a stroke watching the September 11 coverage of the horrific events from that day. She suffers from short-term memory loss. Another client suffered a debilitating stroke at just 54, but because he had no planning, an expensive and emotional conservatorship court action was required to handle his financial affairs.

However, taking steps while you’re younger can make all the difference. Our next door neighbor suffered from dementia. She was prepared, and her disability trustee was able to take care of her and her financial affairs without court intervention and in private. My brother, although seriously ill with cancer, has his estate planning in order so his adult children will receive their inheritances under the terms he wants.

How I’ll Help You To Be Prepared

I want clients to be informed, select the family protection plan they want, and understand the plan they choose. When clients choose to work with me on their wills and trusts, I ensure each one receives quality of service, counseling, advice, comprehensive documents, and overall value with a reasonable fixed fee. Prospective clients may schedule an informative and educational first meeting called the “Estate Planning Analysis Consultation”.  At this consultation, I teach them about the pros and cons of wills and trusts and give them an introductory analysis of their own estate situation.  The charge for this consultation is $150, which amount is credited toward the final fixed fee if the person or couple decides to have me help them complete their estate planning.

I seek to help clients feel comfortable with an easy style of communication and take the necessary time to explain a client’s choices and options in an understandable way. I answer questions and don’t make clients feel rushed to make important decisions. I also continue my own education about estate planning to increase my knowledge and professionalism.

It’s a joy to have satisfied and happy clients who are now prepared. I would consider it a privilege to help you and your family do the same. Contact me today, and I’ll promptly return your phone call or email within 24 hours.