Services
We keep your loved ones out of court and out of conflict should something happen to you.
Estate Planning
Planning For Everyone You Love And Everything You Have
Do You Really Know?
Do you know beyond a shadow of a doubt what would happen legally and financially to your loved ones, your money and everything else you care about if something unexpected happened to you?
If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public probate court process.
If you do not have an estate plan, then the Government has a plan for you, and it's probably not what you want.
Here's the bottom line: If you own a home (even with a mortgage), have children (minor or adult), and have been saving for retirement, then you're going to need to get an estate plan in place to protect them should something happen to you. The first step towards putting the exact type of plan you will need to protect your loved ones is meeting us for a Family Prosperity Planning Session to find out exactly what would happen to everything you own and everyone you love should something happen to you and learn about how our personalized estate planning solutions can solve those problems for your loved ones. This allows you to make a truly informed decision about how best to protect your family.
Schedule an Initial 15 min call with us – For Free – to take this first step, so we can discuss your goals, and determine if we can help you accomplish your goals and see whether a Family Prosperity Planning Session with our firm is the right fit for your family.
Planning For Your Children
Did you know that 69% of parents haven't named guardians for their kids?
Having a Will alone does not ensure the care of your kids if the unthinkable happens to you!
If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
This is why we have created a Children's Protection Plan to give you peace of mind that your children will never end up in the hands of strangers should something happen to you. Plus, we provide you with the tools and resources necessary to ensure those you trust would be first called in an emergency to care for your children and not the local authorities or CPS.
Schedule an Initial 15 min call with us – For Free – so we can discuss your goals, and determine if we can help you accomplish your goals and see whether a Family Prosperity Planning Session with our firm is the right fit for your family.
Free Online Estate Planning Workshop
Learn what it takes to create an estate plan that actually works when your family needs it most.
Join Attorney Elliott Feldman for a free online estate planning workshop from the comfort of your own home. You’ll learn the common estate planning mistakes families make, how wills and trusts work, and what to consider before choosing an estate planning attorney.
We’ll also cover powers of attorney, advance healthcare directives, protecting your family from unnecessary court and conflict, and why signing documents is only one part of putting an estate plan in place.
Ready to Protect Your Family's Future?
Schedule a complimentary 15-minute call to discuss your estate planning goals and see whether our firm is the right fit for your family.
Schedule Free 15-Minute CallNo obligation. We’ll simply learn about your situation and explain the next step.