Planning for the Care & Protection of You & Yours ~ Your Family - Your Wealth - Your Legacy
YOUR FAMILY - YOUR WEALTH - YOUR LEGACY
Planning for the Care & Protection of You & Yours
(732) 743-5120 | firstname.lastname@example.org
Schedule a Phone Call or Family Wealth Planning Session
Hi, congratulations! I gather you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict, when something happens to you.
Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as smooth as possible.
There are three options for you to get our support. Choose the one that’s best for you:
"We engaged Rebecca in early 2015 to create an estate plan for our family and we were very pleased with her services. Rebecca asked the right questions and her willingness to meet at our home was greatly appreciated! Rebecca made the process quite simple and we would definitely refer her to our family and friends as well as hire her in the future should the need arise." ~ Steven L.
"After each time we meet,
I have such a good night's sleep!"
~ Caia S.
“Rebecca worked with us to draw up wills and guardianship papers for our children. She made a ‘house call’ which is very helpful with two small children at home. She sat with us and went over exactly what we needed and helped us sort out all the details to assure that, in case we need it, our children will be taken care of. I completely recommend Rebecca as an estate planner, she is thorough, flexible and easy to work with.” ~ Zippy S.