THE LUNDY LAW GROUP, LLC
https://lundylawgroup.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: Maryland
Hello! I’m Paulette Lundy, your neighborhood Family Business Lawyer™.
My goal is to be your trusted advisor who helps you make the very best personal, financial, legal, and business decisions for your family and your business throughout your lifetime. I want to help you and your business not just now, but also when you can’t be there so that I can help guide your loved ones and colleagues through a difficult process.
In short, my sole focus is to help families and businesses avoid collapse after the death or disability of a loved one or business owner.
I want you to know you’ve made a big step toward peace of mind simply by reading this.
We have many resources for you so you can ensure your family, friends, and business partners stay out of court and out of conflict, if and when something happens to you. I’d love to share some of these resources with you
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.