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Estate Planning: What Makes Me Different?

Doesn’t Every Attorney Do Estate Planning?

Let’s face it: many attorneys do estate planning. At least they claim to. Coupled with the emergence of companies like LegalZoom, there’s no shortage of options for the consumer. However, estate planning is much more than pieces of paper.

Promote Your Values and Increase Family Harmony

At the end of the day, I think we all want to be remembered. I certainly do. How can estate planning help with this?

When done right, estate planning enables clients to promote their personal values. Be it the importance of hard work, entrepreneurship and investment or charitable giving, we can specifically tailor your estate plan to carry on your values long after you are gone. Importantly, your estate plan can encourage your loved ones to do the same.

Estate planning can also increase family harmony. Normally, we think of estates causing discord in families. While this unfortunately happens, it does not always have to be the case. The key is to leave no stone unturned.

Good Estate Planning Requires a Process and System

I work my hardest to provide every client with individualized representation. I do not believe in one-size-fits-all estate plans. I know that all of my clients are human beings. I know that each of my clients has their own unique goals, wishes and fears. However, good estate planning requires a process and a system. What’s mine?

  • I am a member of the WealthCounsel and ElderCounsel, which are nationwide organizations dedicated to excellence in the fields of estate planning and elder law;
  • Comprehensive information gathering;
  • Robust drafting software for top-of-the-line documents;
  • Instructions regarding trust funding; and
  • A closing “Legacy Interview”, in which the client puts the estate plan into their own words

Your Life. Your Legacy. My Passion.

Your Life. Your Legacy. My Passion. Yes, it is a slogan. But I take it to heart. I try to live out my motto every single day. For me, the greatest joy is seeing the sense of relief and peace of mind my clients have in knowing that their family will be taken care of and their legacy will be protected.