Protect Your Legacy
Estate Planning Services
Protect your legacy and family...generational wealth security.
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Planning your estate ensures that your desires are fulfilled and your loved ones are taken care of in your absence. You know the saying "word is bond"? Well, in law, that's not true. Your wishes (word) is bond only when you have a legal document securing your plan.
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Make sure your child/ren are cared for physically and financially how you want them to be
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Keep your family from disputing your wishes and wasting your assets fighting in court
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Rest well knowing that you've taken care of your family as you've always done
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Make sure that the court doesn't dictate what happens next - the court doesn't care about what you do
You deserve to feel comfort in knowing that you, your family, and your legacy are taken care of. That begins with taking care of yourself - staying whole. Our goal is to give you the peace you need in a world that is already full of chaos. Life happens and we want to make sure you feel prepared for when life happens.
We offer a comprehensive range of estate planning services to help you protect your assets and provide for your loved ones. Our services include:
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Will Review: Ensure your existing will is up-to-date and reflects your current wishes.
Drafting of Wills: Create a legally sound will that accurately reflects your intentions.
Power of Attorney: Appoint someone you trust to make financial and legal decisions on your behalf.
Living Will and Advance Directives: Outline your healthcare preferences in case of incapacitation.
Legacy Planning: Develop a strategy to preserve and pass on your wealth to future generations.
Ongoing Estate Planning Counsel: Receive continuous guidance and support to adapt your estate plan as needed.
Your family is depending on the decision you make today.
Why plan your legacy now
Secure Children's Future: Ensure your children are provided for according to your wishes.
Preserve Family Assets: Safeguard your family assets and keep them within the family.
Avoid Legal Hassles: Prevent unnecessary delays in asset distribution and allow your family to grieve in peace.
Access Generational Wealth: Strategize to ensure your family can access and benefit from generational wealth.
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If you wait, it could be too late and state law will determine how your assets will be distributed.
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What can I do for you:
Empathy and Understanding: I strive to provide a safe space to discuss sensitive topics and ensure you feel valued and heard throughout the estate planning process.
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Personalized Plan: No plan is the same. You and your family deserve a plan that supports the goals you have for your family for generations to come.
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The decision to make today, the plan you make today, will impact future generations.
You've worked too hard to provide for yourself and your loved ones, don't overlook the one step that will secure seeds you have sown.
Take the Next Step
If you're ready to take control of your estate planning and secure your family's future, schedule a consultation with me for $300. Let's work together to create a customized plan that meets your unique needs and priorities.
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What can I trademark?These are just a few examples: Name of a product Name of a signature service A business name Name of a membership program A trade name (i.e. your coined named) Your business' slogan or tagline Name of your podcast Name of your blog .... there's many things but hope this gives you an idea of intellectual property you may need to own! :-)
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Why do I need to register my trademark?You trademark is an asset that can increase in value through the years resulting in wealth for you. The best way to secure and protect this asset is to obtain a federal registration. If you do not register your trademark, your rights only extend to your area. The benefits of registering your trademark include: Registered trademarks protect against federal registration of not only identical marks, but also confusingly similar marks Provides nationwide notice of ownership of the mark Protection throughout US, its territories and possessions Grants right to use R symbol and services as evidence of the valid and exclusive ownership of the mark. The legal right to sue in federal court Stops trademark infringing imports at the U.S. border
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How long does the process take?From the filing of the application to receiving the registration certificate is typically between 12-18months. Sometimes, this process can take longer. Each trademark is different. The good news is that your security begins when the application is filed.
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How do I know if I can register my trademark?We'll conduct a comprehensive trademark search and provide an opinion letter to identify any potential risk with your proposed trademark. While there is no guarantee, you will be able to make an informed decision based on our analysis of the strength of your trademark. In addition, we will identify whether your name, slogan, or logo is classified as a trademark before the search is conducted.
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I received a cease and desist letter. Can you assist with that?Absolutely! If you've received a cease and desist letter, contact me immediately before responding.
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Can I register my trademark if I have not launched?You sure can! There's an app for that. I will work with you to protect your mark even before you launch.
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I've registered my business with my state. Does that mean I own the trademark?No. Simply registering your business with the Secretary of State does not give you trademark ownership. You will still need to get a federal registration if you want nationwide protection of your brand.
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Should I register my trademark in the state where my business is located?It depends. What level of ownership are you seeking? A state trademark registration does not prevent competing brands from using your trademark in another state. A state registration also does not provide nationwide protection. A federal registration gives you the greatest protection.