Clients contact me when planning for the two most important things in their lives: everything they own and everyone they love. Clients share their goals, values, hopes, and dreams. I listen and help them understand their options. I work with clients to design personalized plans that reflect their unique situations. The result of such thoughtful planning is an estate plan that works. My goal is to promote harmony within the family and to create a lasting legacy that will continue to reflect my clients’ values for generations.
My clients want to provide the best planning for their families so that the burdens of incapacity and death are controlled and minimized. They recognize that planning is an ongoing life-long process, and that their lives and needs will change over time. They are motivated to do what is best for themselves and their loved ones, and they want the peace of mind that comes from knowing that they have the most comprehensive estate planning possible.
If you or someone you know would like to learn more about my unique style of personal planning, I invite you to call me.
Diana H. Hale