All Kinds of Families
- Traditional – Moms and Dads in the original relationship that brought their darling boys and girls into the world. Whether you were married or are a common law couple (you might be and not even know it!), you probably have questions about what would happen to your kids if something happened to you.
- Single Parent Families - Moms and Dads living on their own have special needs when it comes to protecting their kids and providing for them. Whether there’s a co-parent or not, you single parents, like me, should take the time to understand what would happen if something happened to you. I can give you the information you need to make sure you’re comfortable with your plans.
- Blended Families - The unique concerns of second or blended families include providing for one’s own children when their spouse is not the other parent. Blended families may need marital and property agreements to help ensure that their own children are cared for while also providing for their new spouse. When tax planning is taken into consideration, additional complexities demand the attention of an attorney to make sure blended families are fully provided for.
- Multi-generational Families - Today’s families are rarely simple anymore. Often more than two generations or non-consecutive generations live together. Grandparents, kids, grandkids and beyond should all be considered in these circumstances.
- Same-Sex Families - Moms and Moms, Dads and Dads! Because your rights aren’t recognized (yet), it’s vital that you protect your loved ones using as many estate planning tools as possible. Martha can help you determine the most effective layered protections available and put your plan into place so you never have to worry about being lost in the fray again.
- Communal Families - Some families, like mine, are really unusual and multi-layered. If you have such a family and would like to develop a plan to protect as much of your non-traditional family as possible, I can help.
- Professionals – Doctors, lawyers, accountants, any profession at risk of litigation for malpractice could benefit from advanced asset protection strategies that I can help you build right away. A critical issue in asset protection is making sure it’s in place before it’s ever needed. So if this is you, please don’t hesitate, call my office to schedule a planning session.
- Small Business Owners – Business planning for maximum tax relief and liability protection is critical to your business and your life. In addition, most small business owners have not considered what would happen to their life’s work if something happened to them. Your business needs “estate” planning too (it’s just called business succession planning instead).
Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams.
With each of our estate plans we include a no-charge 3 year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives.
In addition, we advise clients regarding relationship pre-nuptial and post-nuptial agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one. And, we keep our clients corporate records up to date so that they have the maximum protection from personal liability that a corporation can provide.
Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children; become part of our client family and know how much we care.