Safe Harbor Estate Law creates legal plans to protect your assets, and your loved ones, saving money and hassle in the process.
You manage your assets now. How will they be managed when you're gone? If you're in retirement or considering retirement, it's critical to solidify a plan for your family. Planning is equally important if you are concerned about long term care for you or or your parents, or providing for children. Not feeling a sense of urgency about estate planning? Click the link below.
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My life experiences, training, gifts and passions have all come together in my current career. I have been in situations similar to many of my clients, and I know what will help them. 20 years ago my first husband was tragically killed in a car accident. After the initial shock I spent years supporting my young children as they grieved, representing them in the ensuing estate dispute, and working with the trustee of their trust. Now, as a spouse and parent in a blended family, I want to ensure things go smoothly for my spouse, children and stepchildren in case the unthinkable happens. For the past few years, my siblings and I have worked together to support my parent's in my Dad's advancing dementia. Because of my personal experiences, I can relate to my clients' concerns for their aging parents, for their own retirement planning, and for the best interests of their spouse and children.
I’m passionate about helping families protect what's important to them through the inevitable changes of life. Our goals, assets, health, families and relationships change over time, not to mention unexpected challenges and crises that arise. We believe in hoping for the best but planning for the worst, so you have peace of mind. We would love to help you and your loved ones get rigged for smooth sailing in case of rough seas.
Contact us today!