IF TODAY’S THE DAY,

ARE YOU READY?

Planning With Your Legacy In Mind

I’m in the peace of mind business. I help people make their lives speak. Who do they love? What causes are important to them? We work together to get the assets it took them a lifetime to accumulate to those people and causes. For their medical directives and powers of attorney, I ask what kinds of lives do they want to live? Who can help them achieve that life? When we are done, my clients sleep better at night.
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Bettina Lawton

“I am an attorney passionate about helping clients keep control over their lives through documents that allow them to speak for themselves after they have become unable to do so, because of disability or death.

My approach is straightforward. I ask questions to help you identify what is important to you. What values do you want to pass on to your children? If you can no longer do that yourself, who do you want to take on that role for you? Do you want to protect your children from financial harm or unwise decisions? Who do you want to benefit from your life-long accumulation of assets? Do you have charities or causes that are near-and-dear to your heart? In case of your incapacity, who do you trust to make your decisions for you? What guidance do you want to give those people now, while you are still able?

I listen carefully to your answers and offer solutions to achieve what you want.

It would be a privilege to become your trusted advisor. I look forward to speaking with you so we can begin our work together.”

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What Our Clients Are Saying

Bettina first assisted me in 2005 with updating my will and general durable power of attorney, as well as preparing an advanced medical directive for the first time. I appreciated both her advice and her direct approach in guiding me through this process. Bettina was available to help me with minor updates to my estate plan over the years, and more recently with significant revisions that accurately reflect my changing wishes and needs. Bettina is both knowledgeable and reliable, and I appreciate our longstanding professional relationship of over ten years.

Virginia H., 2017

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