Protect Your Legacy For Your Family
If you’re here, you’re probably thinking about how to ensure your family is protected and your wishes honored, should something happen to you.
Let’s work together to create an Estate Plan that gives you clarity and peace of mind.
Ready to Begin?
What You’ll Receive During Your Protection Planning Session
For families who are ready to take action, our Protection Planning Session offers a comprehensive, one-hour meeting where we dive deep into your goals, family dynamics, and assets.
A Customized Estate Plan
A strategy that’s tailored to your family, bypassing probate and ensuring your assets are transferred smoothly and cost-effectively to those you love.
Detailed Risk Assessment
We’ll identify potential vulnerabilities in your estate and take steps to protect your assets and family from unnecessary liabilities.
Guidance from a Mother’s Perspective
As a mom, I understand the importance of providing for and protecting our families. I’ll offer compassionate, heart-centered support, just as I would for my own family.
Entity Structuring Insights
Tips to help you maximize your estate’s value, reduce tax burdens, and preserve more for your loved ones.
Why Choose Me?
Hi, I’m Stephanie, your trusted Estate Planning advisor. As both a lawyer and a mom, I understand the importance of protecting your family’s future. With 15 years of Estate Planning experience, I am dedicated to helping families create plans that truly work when they’re needed most.
My approach is rooted in compassion, clarity, and a deep understanding of family dynamics. Let’s work together to ensure your loved ones are protected and that your legacy reflects what matters most to you.
Take the First Step Toward Peace of Mind
Ready to secure your family’s future? Schedule a session today and take comfort in knowing that your family and legacy are protected.
