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Temporary Delegation of Parental Powers for Minor Children

   

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Latest Blogs

Establishing a trust as part of the estate planning process is a great way to save money for you and your beneficiaries. …

We have reached the 4th year after the COVID-19 pandemic and we continue to see changes in the way businesses, education …

Long gone are the days of white picket fences and nuclear families. Today, you can expect a colorful array of blended fa …

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Testimonials

Testimonials

Lori’s ability to facilitate conversations around difficult topics made our experience both productive and enjoyable. We are confident our desires wil…
A.B.
You guys know what you’re doing! What a beautiful, magical, meaningful & yes FUN process you’ve guided us on. We deeply appreciate all your grace, wis…
M & J M
Lori and her team are amazing at what they do. Focused on estate planning whether someone is looking for simple or complex planning. Myself and anothe…
K.P.
Lori and the team are wonderful to work with!
N.R.
The care and focus of the estate planning was always motivated by the ‘why’. ‘Why is this important to you?’ That is special and maintains the cleares…
A.N.
Professional, organized, helpful. You are all fantastic! Compassionate and attentive to all of my needs. Thank you!
L.A.