These clients have three adult children who all get along, a house, some savings and retirement. We kept it simple while also ensuring that their assets would pass efficiently to

This couple has a diverse portfolio of assets which they want to be divided somewhat equally between their surviving family members and charity. They did not want any fighting over

These clients’ brand new bundle of joy rightly reminded them that they needed something in place to make sure their child would not only have guardians if something happened to

These clients worked hard their whole lives to earn their retirement and their goal was to enjoy it! But before sailing off into the rest of their lives, they needed

These clients came to us in great need for an update to their estate plan. With one client already in assisted living, we moved quickly to ensure their estate plan

These clients’ recent experiences with loved ones needing an estate plan put the importance of probate avoidance and having a plan for their grandchildren into focus. They wanted to keep

These clients just wanted a simple plan to make things easy and equal for their two adult children. Their main assets were real estate and retirement accounts, so all of

These clients have only one adult child and straightforward assets, but without an estate plan in place their child would still have to navigate the complexity of transferring all their

This client is a single parent of two adult children. They had homes in multiple states as well as retirement assets that they wanted to make sure would go to