Welcome to Values-Based Estate Planning, where estate planning is based on your relationships and who and what you love, not just on your assets.
So what’s an estate plan? An estate plan is simply a set of instructions. Those instructions explain exactly what’s to happen to you, should you become incapacitated or die. Any time you hear the word estate plan, just think instruction book. So what would your instruction book say?
Everyone has an estate and if you don’t create a plan, the state will create one for you and you may not like it. So let us help you get started. We have all the tools and expertise you need. Go to our website or schedule an appointment. This is smart estate planning, from the heart.