I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one one of our upcoming events (check out the schedule below).
Or schedule your FREE 15-minute consultation and speak with us personally about your family.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Our Estate Planning 101 presentation will cover:
1) Why you need an estate plan, even if you aren't "rich." (And, how it may be even more important for families of modest means).
2) The 3 things your estate plan must include to keep your money out of the hands of the government (and it probably doesn't right now, even if you've worked with a lawyer).
3) How often your will or trust needs to be reviewed and updated to make sure your plan works and doesn't end up as a pile of expensive paper in your drawer.
4. What estate planning should close and who pays the cost of a "too cheap" plan.
Stow-Munroe Falls Public Library
*In Munroe Falls Room
3512 Darrow Rd
Stow, OH 44224
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?
217 N. Water St., Suite E
Kent, OH 44240
DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.