Contact me for a Family Wealth Planning Session if…

• You need to provide for a very small estate (wills)
• You want to keep your family out of court, send your assets to the right people in a way that they will be protected, avoid family conflicts after your death, protect your family if you are incapacitated, and generally gain peace of mind about your family’s future (trust-based estate)
• You want protection for your assets while you are alive (irrevocable trusts, business succession planning)
• You want to protect your kids from CPS and their being turned over to the wrong person, and to keep your family out of court, in the event you and your mate pass suddenly (Kids Protection Plan)
• Future protection and income for your child with special needs. (special needs trust)