- LGBT Community
Our firm believes that estate planning is not just about material possessions such as money and property, but more importantly, estate planning is about protecting your family and loved ones and ensuring your legacy.
Lorie Burch is a highly sought speaker and her engagements have included speaking at ABWA Chapters, parents groups, banks, elderly/caregivers groups, civic organizations, LGBT groups, and more. See past speaking engagements.
Contact Lorie L. Burch for a FREE consultation. During the consultation, she'll talk through your needs, explore options with you, and help you decide the best course of action.
1. Increased holiday travel, unfortunately, increases the need for power of attorney and other emergency planning. 2. Many have more time during the holidays to finally schedule a meeting and get their affairs in order. 3. The holidays are an excellent opportunity to talk to your family about these decisions. 4. It’s a lot simpler and quicker … Continue reading 7 Reasons YOU Should Get Your Will Before the End of the Year!
I often get inquires about people who just “need” a “simple” Will. I am always curious as to what people perceive as “simple”. Do they think their family isn’t complicated? They don’t have many assets? They don’t want to spend a lot of money? Regardless of the reason, I am here to tell you that … Continue reading The Myth of the “Simple” Will
Did you know that most of your estate may not even be controlled by your Will? One of the biggest mistakes I see people make is that they do not realize that much of their money and assets will not be controlled by their Will. When you designate a beneficiary on assets such as life … Continue reading Why a Will is Not Enough
Much of your estate may not even be controlled by your Will. Did you know that when you designate beneficiaries on assets such as life insurance, retirement, bank accounts, and investments that those beneficiaries supersede a Will? So while you think you are covering everything by filling out a “simple” form, you may not even … Continue reading 3 Reasons NOT to Draft Your Will Online or With a Will Kit
1. Getting Married. It’s wedding season and getting a Will (and powers of attorney) is one of the most important steps newlyweds should take. Even though they are married, spouses do not have automatic rights to make medical or financial decision, to inherit property, or even serve as executor. 2. Buying a House. Many will … Continue reading 5 Reasons to Get a Will this Summer
“My wife and I cannot help but applaud you and your group for the level of professionalism, dedication to our needs, desires to put fears to rest, and delivery of a product that was truly a burden resolved. You all worked like family and made us feel like family. Words are sometimes meaningless but positive action resonates truth as well as desire and you all gave us the greatest of positive action that anyone could ask for. We know we have a sturdy foundation to help us in our needs for the future due to the help received in the past.”
“Lorie assisted me through the entire probate process. I was very impressed with her level of professionalism and integrity. I would highly recommend Lorie.”
“Lorie Burch took one of the scariest things I had to do and turned it into a pleasant experience. I would have continued to put off creating a will if I hadn’t met Lorie and saw how easy the process could be.”
“Lorie has the ability to turn what may be thought of as a dismal task into an effortless and methodical exercise in responsibility. No one in our community should be caught without taking advantage of her services.”
“Lorie made the process understandable easy and even exciting. Her knowledge and insight on how to protect ourselves as a same sex couple was thorough and comprehensive. We could never of done this on our own. She has More…
“Lorie helped me successfully navigate the probate process after my aunt passed away. During such a sad and stressful time, she handled my case with sensitivity and compassion. I felt extremely comfortable More…
“Before I met with Lorie I had no idea of how complex the laws are regarding wills and probates. However, Lorie made something complex simple because she breaks things down into easy to understand More…
“We had procrastinated, as many people do, and were long overdue to update the documents we knew we needed in order to protect our family. We were referred to Lorie by friends, and scheduled our first More…
“I truly do not know how parents can sleep at night knowing they do not have a Will in place. I know I cannot control the fact that something unexpected might happen to my husband or myself. But I do More…
“When you first meet Lorie, you immediately feel the passion that motivates her to help prepare families for the most emotional time of their lives. When I first got divorced, she was able to explain More…