Your Family Lawyer for Life

Here To Serve You Always

My Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life’s stages.

At most estate planning law firms the relationship ends when you sign your documents. Not so with me.  I see the signing of your estate planning documents as just the beginning of our relationship with your family.

Make Sure Your Plan Changes With Your Life, Your Assets and the Law

Over time, your assets will change, your family will change, the law will change and your life will change.

Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.  

If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on.  And the costs of failing to update are typically far greater than keeping your plan current.

In addition, I ensure your assets are owned in the right way throughout your lifetime.  There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there.  Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. 

That’s why I prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.

3 Year Plan Review Is Included

With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.

Additional Benefits Provided Under My Membership Plans

Our Family Wealth VIP Membership Programs are designed with maximum protection and service in mind:

  • Annual plan review with unlimited plan amendments
  • Annual review of your assets and update to your asset spreadsheet
  • Annual Family Wealth Legacy Interviews to transition your most important and most frequently lost family wealth – who you are and what’s most important to you
  • Family Wealth VIP Membership Program that provides 24-7 online access to health care and guardianship documents
  • Substantial discount on our fees for advising your loved ones after you are gone
  • And much more, including valuable membership enrollment bonuses

 For more information about our unique membership programs, please schedule a Family Wealth Planning Session online.

 I’ll review what you own, who you love, and what would happen under your current plan or the state’s default plan for you.

Then I will personally design a plan that fits exactly your family and your desires and you can enroll on our Family Wealth VIP Membership Program to keep your tailored plan up-to-date always.