We believe that estate planning is not about documents, but rather about results! Too often estate planning is equated with legal
documents. While it is true that these documents are necessary to achieve your estate planning objectives, the estate planning process consists of much more than this. It also involves your goals, fears, dreams and values.

Estate Planning is often considered something with which only the really wealthy need to be concerned . This misconception often comes from the use of the term "estate planning". The word "estate" is equated with wealth. Actually "estate" could be thought of as you, your family, knowledge, experience, health and independence, as well as your "stuff". So, when we are talking about estate planning we are actually talking about "life planning".

During the estate planning process, we are actually defining a set of "blueprints" for your life and your "stuff". Spelling out how you want your life and "stuff" handled when you are not able to do so, either because of incapacity or ultimately because of death. This includes how you want your estate managed, who you want managing your estate and for whom you want it managed.

For you to be comfortable with your estate plan, you need to have a high level of understanding about your plan. Therefore, we will help you become familiar with the terminology, tools and laws involved. We will explain sophisticated estate planning concepts in a manner that is easy to understand. We use drawings and flowcharts to help explain these concepts. These drawings are then included in your Estate Planning Portfolio.

Any lawyer can pull forms out of a form book, which is too often passed off as estate planning. In proper planning, each element of the estate plan is designed to meet your goals and objectives. One size does not fit all! Each and every piece of the estate planning puzzle must be addressed and provided for.

Finally, for your estate plan to work as designed, it must be reviewed on a regular basis (every 3 to 5 years). We want our relationship with you to be a long-term one, so that you and your loved ones know who to call whenever there is a need for a trusted advisor.