Plan for You, Plan for Them.

An hour of planning can save you 10 hours of doing

- Dale Carnegie

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

On the Fence?  Consider the following:

  •  Incapacity or disability may occur without enough notice for proper planning which may end up costing you more time and money than if you planned ahead. 

  • Planning ahead can reduce your stress because you have a better idea on costs and possibly reduce court supervision of your estate.

  • Unfortunately death does not wait until we are ready, old, rich, or our children have left the nest.

  • Like many things in life, there is no "perfect time" to begin this process.  

  • Does it make more sense for you or a judge to choose who would handle your finances, property, convey your healthcare or medical wishes, and/or raise your minor children, if you could not do so? 

Complimentary Virtual Webinar

Kelly has been practicing law for 20+ years. During the later part of her career, she has been assisting the sandwich generation get their estate plans in order.  She enjoys this area of the law specifically because she gets to talk with people and work together to help people with something that is common to us all.  She is married and has two children, so she personally understands the why planning is important, who we do it for, and the sense of relief and accomplishment 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.

 

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.