Providing peace of mind in an uncertain world.
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Legal Life Planning Essentials bulletin
Free quarterly e-mail bulletin packed with essential information about legal planning for you and your family.
(Even If We Only Have $500 in the Bank)
Contrary to popular belief, estate planning is not just about money or taxes. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and safeguarding your health care. Money and taxes aside, here are 7 reasons you need an estate plan.
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8 Steps For Effective Guardian Nomination
Name guardian(s) in a separate freestanding document – NOT just in your will
• Will be COMPLETELY INEFFECTIVE if incapacitated
• Terms of guardianship and children’s inheritance contained in a will become public documents and subject to costly, time consuming part of the Probate process.
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In a world where uncertainty is the only certainty, Jaime Lewis guides her clients through a holistic approach to legal life planning by helping her clients achieve peace of mind in such areas as asset protection, planning for incapacity, effectively structured children’s protection and legacy planning.