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Find the way - comprehensive estate planning

Ready to Plan?  Let me Help!

I am NEW to estate planning

I have an EXISTING plan for review

I need help with a CONTRACT

Not Ready? Are you sure you want to wait?

  • If you could make something easier for your spouse, child, family member, good friend, wouldn't you? Especially during an emotional and stressful time?

  • A written plan with proper legal documents allows you do that for them.

  • There is no "right time" to begin this process. Incapacity and death do not wait until we retire, raise our kids, or are "ready", "old", or "have enough stuff".

  • It makes more sense for you to select who should handle your finances, property, medical decisions, and raise your children instead of leaving these decisions up to a judge that doesn't know you at all.

  • If you change your mind after you make your initial plan, you can make changes as time passes and life happens.    

Complimentary Virtual Webinar
***Wednesday, November 3rd - time to be announced soon***
 

Kelly has been practicing law for 20+ years. During the later part of her career, she has been able to focus on estate planning - particularly assisting the sandwich generation get their goals and wishes on paper to assist children and loved ones down the road. She enjoys estate planning because it allows her to talk with many people and work together with them on something that is common to us all.  She is married and has two children, so she personally understands why planning is important, who we do it for, and the sense of relief and accomplishment that you feel when your plan is in place. Creating a comprehensive estate plan requires an open and honest conversation, with an emphasis on listening to a client's concerns and wishes, to best determine the plan for them, and when you work with Kelly that is what you will receive.  Whether it is working on a new estate plan or reviewing an existing estate plan, Kelly provides focused attention to each of her clients.  Her goal is always to make sure her clients understand the product they receive.