Where Care Meets Protection for Your Family and Legacy

For decades, I’ve worked for my family's funeral business. We emphasized the "fun" in funerals to highlight that funerals are about celebrating the beautiful life of loved ones as they have passed on. Jokes aside, the loss and grieving of a family member are extremely difficult and taxing experiences to go through. Seeing firsthand those who pass away without leaving any guidance in place for their loved ones, this only worsens the toll on those they leave behind. There is nothing more gratifying than serving families in need during such tough life transition.  After law school, I worked for boutique firms litigating against Fortune 500 companies for illegal business practices but ended up working for one of the largest law firms defending the same companies in high stakes class action litigation at $720/hour (or $12/minute!). The work tested me intellectually but felt devoid of purpose and was far from the kind of meaningful practice I’d envisioned – connecting with people and their families, creating lifelong relationships with them and protecting their legacy. Eight years later and after the birth of my third child, I could no longer work up to 80 hours/week while raising a family and the importance of family became even more clear when my friend with two minor children died without an estate plan. I saw the havoc and pain of not having an estate plan wreak on his family as they were dragged through the courts for years and lost hundreds of thousands of dollars due to a lack of financial inventory of his cryptocurrency holdings. So, I left the big law firm to open my own estate planning practice to serve families because I care about what happens to and for the families in my community and ensure that what happened to my friend’s family doesn’t happen to anyone else’s.

Like buying a cheap car, bargain-priced or DIY estate planning can leave your loved ones stranded without protection when they need it the most. Cost is an understandable concern, especially for legal services. The lowest price, however, often carries the highest and hidden costs in the end – both financially and emotionally. Here’s why a comprehensive Life & Legacy Plan® is worth the investment instead.