Building Family Legacy

Building Family Legacy… Your Way

Not everyone walks the same path in life. Whether you are single or partnered, have children or are child-free, there is a right estate plan for everyone. Everyone, regardless of the path they choose in life, will leave a legacy behind. With all the work that you put into building a life for yourself and your loved ones, the best thing you can do is plan for the future and what happens after you’re gone.

For every chapter of life, your plan should adapt to your needs. We help individuals and families through every step of the way with custom plans based on your situation. You won’t find basic cookie cutter documents here. We get to know you and learn your goals and what’s important to you about building your family legacy.

All Your Stages of Life

Married with Children

When you move from the single life to married life, there are many things to consider when planning your estate. If you have children as well, you not only plan for their financial future but also planning for the unexpected. We will guide you through the process of choosing guardians and leaving your wishes for how you want your children to be raised in case of emergency.

Blended Families

We are seeing more and more families with unique situations that need special considerations in their estate plans. If you have had multiple marriages and children from different marriages or partnerships, a basic estate plan may not cover your wishes when the time comes. We can help with complicated situations and make sure your legacy is being left how you want it.

Child-Free

If you don’t have children there’s a tendency to think you don’t need an estate plan. That couldn’t be further from the truth. Without children of your own, there are no obvious heirs to your wealth. Creating an estate plan when you don’t have children is key to making sure your assets go where you want them to go upon your death.

Whatever stage of life you are in, we can help you with building your family legacy. Contact us today to get started.