Your financial life isn’t a separate compartment of your world. It is connected to the people you care about and the things you want to do. You have dreams.
Our consultation is no charge other than your time and information to determine if we can help you.
We’ll develop your plan by reviewing your options with you at each phase of life to design your personal estate plan to achieve your goals.
We’ll draft the documents necessary for your plan.
Execution ceremony for your custom documents.
We’ll look at titling, beneficiary designations, etc. appropriate to your plan design.
We’ll maintain your plan and update as necessary.
“As an Estate Planning Attorney I get to work with the two most important things in a client’s life: Everyone they love and everything that they own”.
Jim is an Attorney, Mediator, Certified Wealth Strategist, and Certified Trust and Financial Advisor. He is passionate about helping clients design, and implement, their estate plans to protect them and their loved ones, protect what they’ve built, and plan the efficient transfer of that which they have worked hard to build. Jim enjoys teaching clients about estate planning and learning about them and their family to design their personal estate plan.