Who We Are

… So I hope you have never had to go through what happened to me last summer: I had a near death experience. Mine happened at the Jersey Shore from an allergic reaction to something.  (Yeah, no idea what caused it.)  After I recovered, I had to change the focus of my practice from going to court — to keeping families out of court, and an opportunity to pass on more than money as part of their estate plan.  

What I mean is that included with each plan, free of charge, you may choose to leave last words to your loved ones and any other intangible “human assets” you want to share with those left behind.  

If my approach interests you, I welcome you to learn more about estate planning and my practice by exploring my website, attending one of my free estate planning presentations, or by talking with me about your concerns or how to accomplish your estate planning goals. Click here to be directed to my scheduling page. If you are not ready yet, no worries. I welcome you to read more below about how I practice estate planning in a new, updated way below:

Traditional Lawyers vs. Personal Family Lawyers®

Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyers is like.  If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.

During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing. You’ll have a good idea your lawyer is smart and seems to know what they are doing, so you’ll nod and answer questions, as if you understand everything.  Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved you got THAT taken care of. You’ll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.

You might remember your lawyer said something about moving your bank accounts into your trust so you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other things and never get around to moving that bank account. A few weeks later, you’ll get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time for answering a couple of questions.  You’ll make a mental note – don’t call lawyer ever again.

Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust. Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.

You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it.  And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information.  Who has time for that?

It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life, your assets and the law.

Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyeryou used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.

How do I know all this?  

Because not too long ago, it happened to my family and to my business and I swore it would never happen to my clients when I created my own firm.  Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed only to serve 70 and 80-year old’s who were preparing for death.   Since then, I decided to help people so that don’t have to go through this exact experience that I had to last summer.


How We Are Different:

What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.

That is our focus as well. We’ve developed unique systems to give you the same access to a Personal Family Lawyer®as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.

We Are Here for You

We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

We have a whole team to serve you. When you schedule an appointment with us you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer®, you can choose to have that call when you’re available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.

And, unlike traditional estate law firms, we have a system to ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime so things do not fail through the cracks as your life changes.

We also coordinate your funding to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.

We’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Expertsfor guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.

We Help You Transfer Your “Family Wealth”

Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.  

Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you may wonder even more about your family members and friends who have passed. That’s why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most. 

We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets.  I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Family Wealth Planning Session. Book Your Planning Session here now!

We look forward to seeing you and caring for your family soon!


P.S.– if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to meet with a Personal Family Lawyer®, that planning is substantially less costly than it would be for your family if you became incapacitated or die with a plan that doesn’t work or if you don’t have a plan in place at all. And, I’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it. Call me or schedule online now … let’s get this done together.

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Disclaimer

The website is designed for general information only. The information presented at this site should not be construed to be formal legal advice or the formation of a lawyer/client relationship. Portions of this website may include what some states might consider to be attorney advertising. Please note that any discussion on this website of prior results does not guarantee similar outcomes with respect to any future matter that we or any lawyer may be retained to handle.




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