Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning
Licensed States: Utah
After 25 years serving in the United States Air Force and corporate non-profits, I started my own firm, Goodwill Law, to serve the needs of families and businesses in my community.
I love helping parents, grandparents, and individuals plan for their life and legacy so their loved ones are cared for, protected, financially secure, and free from the stress and expense of probate.
I also love working with business owners as a strategic business advisor, helping them structure, plan, and operate their businesses to achieve success while secure in the knowledge that their legal, insurance, financial, tax, and succession risks have been fully mitigated.
I served as a corporate General Counsel for almost 15 years and I love offering my strategic perspective, knowledge, and experience to owners not yet ready for a full-time in-house counsel.
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.