E s t a t e P l a n n i n g T h a t W o r k s
You need a Life & Legacy Plan
There are two things certain in life: we’re all born, and we all die. The rest is a mystery. What we know is that facing death with our eyes wide open will lead us to our best lives — to be the best parents, business owners, and humans possible — regardless of when death comes for us.
It’s what Life & Legacy Planning is really all about. We support you to look at everything you have, and everyone you love, as if you were going to die tomorrow — so you can get clear on what you need to have in place to keep your loved one’s out of court, out of conflict, and free from being left with a big mess. As a result, you make the best choices for your resources throughout every stage of life.
Explore Estate Planning Services
Solutions Designed for You
Starter Foundational Plan
Define your legacy with a guide who knows how to help you plan for what’s most important to you.
Tailored for Your Peace of Mind
I strive to always offer personalized estate planning services designed to fit your needs. Our approach combines transparency, flexibility, and ongoing support to ensure your plans evolve with you and your family.
Comprehensive Plans for Established Families
Established families benefit from comprehensive plans that safeguard assets against long-term care costs and ensure smooth generational transfers. These strategies integrate trusts, powers of attorney, and Medicaid planning to protect family homes and savings while minimizing tax burdens. Teal Trust Legal customizes these plans to maintain family harmony and financial security during life's later stages.
Advanced Planning for High Net Worth Families
High net worth families gain sophisticated tools like irrevocable trusts, family limited partnerships, and charitable strategies to optimize estate taxes and shield wealth from creditors. These advanced plans go beyond basics, addressing complex portfolios, blended families, and business succession for enduring legacies. Teal Trust Legal delivers precise, tax-efficient solutions tailored to substantial estates.
Special Needs
Estate planning for families with children who have special needs requires specialized guidance to protect your child’s future, preserve government benefits, and structure assets, guardianship, and living arrangements in a way that ensures ongoing care and support when you’re no longer able to provide it.
Elder Law
Elder law helps individuals and families plan for the legal, financial, and personal challenges of aging by protecting their wishes and assets, securing healthcare and long‑term care, and creating a clear strategy that supports independence and family peace of mind.
Virtual Consultations
Connect with our experts from anywhere, using video consultations designed to your schedule and individual needs.
Transparent Flat Fees
Experience genuine transparency with our straightforward fees, ensuring there are no hidden costs in your estate planning process. You never have to fear receiving a bill if you call us with a question.
Plan Reviews
Trust in our commitment with complimentary plan reviews every three years, ensuring your estate documents stay up-to-date.
Free Consultation
Begin your planning journey with us, highlighting your priorities during a free, insightful consultation that clarifies your options.
How it Works
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How the Plans Work
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.