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The Number One Thing You Need to Know About Estate Planning

pre-retirement

Pre-Retirement Planning


Are you feeling confused, and unsure about the steps you should take now before you retire? Do you worry about feeling secure in your retirement? Does it feel overwhelming trying to figure out what you should be doing? You’re not alone! We are here to help you understand the available legal tools that can give you peace of mind once you are retired.  You want to make sure you understand the right choices to make now, so that you are prepared for your transition in the future.  You can take comfort in knowing you will be working with an experienced team to help guide you in the process. Congratulations on taking the first step on the journey to secure your future.

retirement

Retirees and Children of Retirees


You’ve reached retirement and should be relaxing and enjoying the life you planned for, but you’re worried about having enough money to provide for your long term care needs. Or you may be a child of a retiree, who has taken on the task of caring for your parent. Wouldn’t it bring peace of mind to know all of the right legal documents are in place to plan for future needs? You need to know how to make sure you and your loved ones will be protected should anything happen to you or your parents over time. The decisions that need to be made can be confusing and overwhelming. You’ve come to the right place for the expert help you seek.

families in transition

Families in Transition


Have you recently gone through a major life change such as getting remarried, a divorce, or taking on the care of a child with special needs? Is your family in a state of transition? There are many times in our lives that our family circumstances can change, and in those times of shifting into a new family dynamic, it is important to make sure that all your past, present, and future loved ones will be properly taken care of and protected. We know how to help families with the challenges of creating fair estate planning for blended families, a divorcee, and beneficiaries in your life that have special needs.  Contact us so we can help you transition smoothly and make sure your family is protected!

Are you confused about how you can protect your assets? Do you wonder about what legal documents you really need? Are you struggling to figure out how to protect your stuff for your loved ones if something happens to you?

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"In 2009, my entire life was turned upside down and I needed an attorney. From the moment I met Debbie, I knew that I was in excellent hands. She is extremely professional, has a very calming demeanor and, most importantly, she truly listens. Debbie is extremely knowledgeable and provides information in a manner that can be understood, and is very thorough with every task at hand. Her ability to provide me with inner peace demonstrates her impeccable character. It is an honor to have Debbie as my legal counsel."

ALICE L. COLLIEN

"I have contracted Debbie for personal and business legal matters for many years. In addition to my own needs, my wife and I are now beginning to care for our parents — facing a whole new set of legal matters. In every situation, Debbie not only understands what we must do, but she also empathizes with the emotions involved. She creates an environment of calm and confidence as we navigate totally unfamiliar ground. Debbie’s practice reminds me of something I heard years ago: ‘Very few people care how much you know until they know how much you care.'"

DARRELL FLOWE

"Debbie addressed our complex will and estate planning needs as if they were her own, ensuring that our wishes were clearly incorporated into all documents. We truly appreciate the firm’s professionalism, legal knowledge and undivided attention to the unique requirements of each client. It is a pleasure dealing with Debbie and the entire staff, putting our minds at ease regarding some of the most important facets of our lives."

EILEEN ASH

LET'S WORK TOGETHER

… to plan for life’s transitions and create a road map for the journey ahead.