If you’ve tried taking care of your will and you’ve wound up stressed, frustrated, and spinning with no results after months (or even years) of hard work — it could be that you’re in over your head It only makes sense: Every family is different. So every estate plan is going to look a little different, too. Right? But you’d be surprised how many people struggle and wear themselves thin because they’re trying to use one size fits all solutions — or a solution that is simply designed for someone w

My mission is to help hard-working families stop losing money on bad planning. Estates can be lost to bad investments, former spouses, poor spending by beneficiaries, and more. The truth is… what used to work: create a will, leave it in the cabinet for 20 years, doesn’t work anymore. When I discovered a new way to "make rules" for my clients and their families it was a GAME CHANGER for them. Sometimes inheritance is a gift that can turn out to be a curse. But not anymore. Click ‘Learn More’ to s

My mission is to help hard-working families stop losing money on bad...