Someone's sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett
As we all know, financial planning is a long game. If you own real estate or have children (or both), that means you have estate planning issues to consider, no matter how old or young you are. You owe it to yourself to have a discussion on the matter with someone who knows the law, and I promise to make the experience pleasant and informative.
Estate planning is often a family matter. Depending on your situation, you may want your spouse, your children, or your parents to be present when you meet with me, or when we review and execute your documents. My practice is designed to facilitate this, because I come to you at a time that works for you and your family.
Many of my clients are small business owners and I am well-versed in the issues they face, whether in setting up a trust or succession plan that will work for a privately held business entity, or in handling the myriad, mundane legal matters that come with being your own boss.
Estate planning is often a family matter. Depending on your situation, you may want your spouse, your children, or your parents to be present when you meet with me, or when we review and execute your documents. My practice is designed to facilitate this, because I come to you at a time that works for you and your family.
Many of my clients are small business owners and I am well-versed in the issues they face, whether in setting up a trust or succession plan that will work for a privately held business entity, or in handling the myriad, mundane legal matters that come with being your own boss.