Our team will educate and collaborate with you to devise a strategy and plan that ensures your family is not a cautionary tale, but rather an exemplary model of how estate planning and family law should be handled.
The Process to Become a Client:
- Strategy Call – 15 minute call to discuss your options and determine if we are a good fit.
- Educational Strategy Session – Book an initial meeting with your spouse present to discuss your estate planning or family law options.
- Retain – Hire me.
Important Questions To Consider
These are just a few of the issues to consider when approaching the planning process and preparing to hire an attorney.
Estate Planning
- Who would you name to make decisions for you if you could no longer do so yourself?
- Would the same person handle your finances and your personal and health care decisions?
- Who would care for your minor children?
- How would you distribute your assets to your heirs?
- Would you prefer to spare your heirs the potential cost and hassles of the probate process?
- Would you like to minimize the impact of estate taxes ... or maximize the impact of a charitable bequest?
- Is there someone in your family with special needs for whom you would like to provide?
- Is there someone who perhaps should not receive a great deal of (or any) money without some outside oversight?
Family Law
- What do you want your relationship with your spouse to look like after your divorce?
- What do you want your relationship with your children to look like after your divorce?
- What is your ideal outcome for your divorce related to finances?
- What is your ideal parenting schedule with your children?
- Are you and your spouse capable of sharing decision-making authority related to your children, or will one of you be in charge of making decisions related to their education, medical treatment, religion or extra-curricular activities?
- How are you going to conduct yourself during your divorce to achieve your goals and how will your behavior impact your future?
- What do you want your life to look like during your children’s major milestones: birthday parties, graduations, weddings and the birth of their first child?