Estate planning is about you and your family and protecting your personal and financial success. I counsel families and individuals on how to structure their personal Estate Plan so that they can achieve their goals and dreams, and assure that their legacy reaches the right people, in the right way at the right time. We work with their Financial and Tax professionals to assure that the plan we prepare is balanced and considers all relevant factors.
We all face personal and financial risks on a day to day basis; some of the risks include unexpected catastrophic events that cause loss of personal and financial wellbeing such as a judgement creditor making a claim due to our personal negligence or a health care event not fully covered by health insurance. Other risks to our personal and financial wellbeing are well understood and expected, other than timing like incapacity, long term care and death.
I will spend as much time we need to get to know you and your family so that I understand your goals and dreams and the risks you face. If you agree that I understand you and you family and that I am the right attorney for you, I will design a plan with you to mitigate your risks so that you and your family can succeed personally and financially through difficult times.
Planning is best accomplished before a risk is realized; if you are ready for a conversation about how to protect yourself and your loved ones, please contact my Client Relations Manager Jan Bignall at (636) 233-2017 to make you appointment or follow the link below to request that we contact you.
Everyone faces hassles in life. We can't escape them completely, but if we can minimize them, our quality of life improves. There are hassles in managing your finances and wealth, too. Here are five tips [...]