Creating personalized, strategic plans that protect
wealth and family values for generations.


The Estate Planning Puzzle
What is the difference between a will, a codicil, and a trust?

Which one do I need?

Does everyone need an estate plan?

Does a power of attorney expire or become stale?

How do I best prepare for disability?



We Believe:     that every estate plan should have a
known, predictible outcome to accomplish your goals.


Allow us to help you put the pieces together...
We invite you to know true peace of mind.



The Truth About Estate Planning
UPCOMING SEMINARS:



** You are encouraged to contact us to reserve your seats!

Discover at our seminars:

*** NEW TAX UPDATES! * How to choose an estate planner * Why most trusts still go through probate * How probate works * Can I avoid probate? * Key components of a plan that works * How to best plan for disability * Do-it-yourself common pitfalls * How to make the easiest transition for your loved ones and protect them * What every person needs before disability or death (regardless of net worth!), and much more...

MORE ON THE WAY... PLEASE CHECK BACK REGULARLY!

To register for an upcoming seminar

CLICK HERE




Discover the difference that will create peace of mind and security knowing your desires are strategically and carefully planned and updated. You also can be stating what our other clients say:

TESTIMONIALS

"We have never thought about all of the areas that you uncovered with our plan. It has been very satisfying knowing that our plan covers things that no one else has ever talked about."
Mark and Tracy


"We have been through estate planning before, but you have been so much more thorough and detailed than anyone in the past. Thank you for your service, it has been invaluable."
James and Joanne


"Planning With Purpose is different because of a higher level of support and client relationships. Planning with Purpose also customizes the documents to the unique needs of the customers and provides unlimited legal counseling. Another unique feature is the education and training provided to ensure understanding.
Kristina


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A proud member of:

NNEPA

National Network of Estate Planning Attorneys