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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.

Picture this: life takes an unexpected turn, and you’re suddenly unable to care for your children. Every parent’s greatest fear is something happening to them before their kids are grown — and yet, most haven’t taken the right legal steps to make sure their children would be raised by the people they trust most. Many parents assume that naming guardians in their will is enough to keep their kids safe. Unfortunately, that’s not always true. Without a complete guardianship plan, your children could face unnecessary uncertainty, family conflict, or even temporary placement with people you don’t know. If something happened tomorrow, who would care for your kids immediately? Would the authorities know your wishes — or would your children end up in the care of strangers until the courts decided?  You can prevent that outcome. By working with an estate planning attorney who focuses on families, you can put a clear, legally binding guardianship plan in place that protects your children in every possible scenario — and gives you true peace of mind.

Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by the third generation, the number climbs as high as 90%. That happens not because parents lack concern for their kids, but because key pieces of planning are missing. Keeping wealth in your family isn’t just about signing legal documents or having a strong investment portfolio. True wealth preservation requires a shift in how you think about inheritance, practical systems that keep your assets accessible, and education that prepares the next generation to be responsible stewards. In this article, you’ll learn three essential elements of building and preserving generational wealth: the mindset shifts that redefine what inheritance really means, the legal and financial strategies that keep assets from slipping through the cracks, and the education process that prepares your children to manage and grow what you’ve worked so hard to build. Most importantly, you’ll see why families who succeed in passing wealth down think differently about what they’re actually leaving behind.






