Do You Need an Estate Plan?

Do you really need to have an estate plan? If your answer to any of these questions is "yes," you need to take the time to plan for your future and that of your family: Do you want to determine who will represent your interests after you’re gone? Do you want to decide...

read more

Estate Planning Checklist

Six Steps to Helping You Protect Your Family’s Financial Future: Your Estate Planning Checklist   One of the most common questions I get from prospective estate planning clients is this: “Do you have a checklist?” I tell them I do. Here it is. Step 1—Meet with an...

read more



  • Monday-Friday, 9:00a to 5:00p
  • Consultations by appointment
  • In-person, by telephone, or online
  • Evening appointments available
  • Home, hospital and extended care facility visits available
Share This