Do you have a plan in place for the ones you love?
Your loved ones should know exactly what to do if something unexpected happens. That’s where we come in and work with you to provide that peace of mind.
Proper estate planning is not one size fits all.
Finn Legal Group offers various levels of estate planning that are not only effective, but affordable. From families with young children, to families concerned with matters of asset protection, preservation and growth, we have you covered.
How We Differ
Our approach is educational and proactive. By tailoring personalized plans, we empower our families and business owners to make the most informed decisions for those that matter most in their lives. Clients receive a questionnaire so our firm can better understand their needs, priorities and goals. After we have had an opportunity to gather information and meet you, we will map out various scenarios and plans of action. At this point, you will provided planning opportunities, along with fee options. You choose the right path for your family or business.
Protecting Your Legacy
Our firm was created with the needs of growing families and businesses in mind. Growth requires constant attention and planning to ensure security and prosperity. Should something happen, it’s imperative that your intentions have been legally documented. Making sure minor children are raised by the people you choose, teen and adult children are properly prepared to care for your legacy, and/or your business has been passed down to the next generation are just some of the highly specialized strategies we use at Finn Legal Group for our clients.
Bottom line, we focus on ensuring you have somewhere to turn, if and when something happens to you, to ensure that your legacy is intact.
Ensure Your Plan is Always Current.
We offer annual membership programs to ensure your plan continues to work throughout your lifetime. With an annual plan, you can ensure financial or life changes are brought into your personalized plan. 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 your life.
We often serve the whole family and multiple generations. From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.