Susan Lynn Hartman

We work with clients and families to first understand and identify your goals. Then can we offer suitable guidance and suggestions. Modern estate planning is more than just naming your heirs and includes incapacity and asset protection planning also.

We can help you plan to avoid probate and help you navigate probate if need be. We'll start by helping you identify which assets will go through probate and those that will pass directly to heirs by operation of law, contract, or pursuant to a trust.

Family matters are frequently financial matters. Whether it is a traditional or collaborative divorce or separation we help by serving as a consultant to individuals or as a financial neutral to families who prefer to mediate or collaborate.