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Wills - Trusts - Estate Planning
Free Needs
Analysis - Free Initial Consultation
You can visit
my office and learn exactly what steps you need to take to
protect your family in the event of your death or
disability.
I offer a
free needs analysis and a free initial consultation; please
click here to email me to request more information or to arrange for our
initial visit.
In our
initial meeting you will learn a great deal about wills,
trusts, powers of attorney, living wills and exactly how you
can use these instruments, according to your unique needs,
in order to protect yourself and your loved ones.
Just click on
the link to the right or call me to arrange a time that we
can meet.
I Will
Always Put Your Goals First
My practice
is built on the principle that my clients must be able to
fully discuss their wishes for their family in a
comfortable, unhurried and non-threatening atmosphere.
It is not possible for an attorney to understand the true
wishes of the client without a thorough discussion of the
client's wishes. It is seldom, if ever, appropriate to
use a "check the box" or "one size fits all" style of legal
counsel; each client and/or family has unique needs that
require careful attention. I care about my client's
wishes and I will not craft any estate plan before I truly
understand my client's goals.
Estate
Planning should be more than just giving "the money" to the
next generation. It can be an opportunity to ensure
that your values are given to your loved ones. You can
be sure that your children or grandchildren will have your
influence on their life even if you can't be there in
person; your written words will live on to help them mature
into the adult that you want them to become.
My
Background in Client Centered Counseling
I have an
extensive background in client centered counseling, i.e., by
attending nursing school and by being in the US Army
Chaplain's Corps. By serving in these roles I learned
how to ask the questions that are necessary to discover the
real needs of the family or person that I help with their
legal needs.
My Background in Financial Planning
Before I became a lawyer I helped
hundreds of families work towards their financial goals as a
financial planner. I have an in-depth understanding of
investments and insurance and how a successful financial plan must
be coordinated with an effective estate plan.
My Background in Law and Business
I completed my MBA and Juris Doctor as a
joint degree at Regent University in Virginia Beach, VA. I
have been a practicing attorney since the year 2000. I have
helped hundreds of families create effective estate plans so that
they can be sure that their values and not just their assets will be
passed on to their family. That is the essence of an effective
estate plan; it is designed to give the values that my clients hold
dear to those persons that they love.
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