We co-create estate and business exit plans that work to achieve peace of mind today and tomorrow
Peace of mind for your family and your future.
When the inevitable happens, we know you want things to be smooth and hassle free for your family. We’ll equip you with an Empowered estate plan that is customized for you and your family.
Less problems, not more.
When your plan is needed it has to work. Sadly, when it matters most, many people find themselves with fill-in-the blank documents that don’t work and sometimes create more problems. With us, getting to know you and your story is of the utmost importance. Only then can we design a plan with appropriate documents that solve problems not create them.
Control over your own life and wealth
When it comes to your wealth, you should be the one in the driver’s seat. Without a plan, important decisions (not to mention thousands of dollars) will be left to lawyers, judges, creditors, potential predators and the IRS. At the end you will feel Empowered and protected for today and tomorrow.
You need an estate plan and business exit plan that WORKS.
No one wants to think about dying. But the fact is no one lives forever. The good news is we are all living longer. The bad news is that many more of us will become disabled, especially in our senior years. When the inevitable happens, you want a plan that was designed by you. We want to get to know both you and your situation, not just scribble up some documents. When you work with Moore and Kerbawy, you can rest easy at night knowing that you have an empowered estate plan that will work.
Confidence in Your Estate Planning Strategies and YOUR Documents.
We’re here to listen to you. Tell us your story. Tell us what keeps you up at night. We want to hear from you and know what will give you peace when you take your last breath. Careful listening that makes sure your plan works, and your legacy is protected.
An estate plan that WORKS.
When it’s all said and done you’ll end up with 15 well-organized customized documents in a big red binder. The difference is it will all be based on your unique situation and you’ll understand what all of it says. We call it the Empowered Estate Plan because you will be empowered and protected both today and in the future, protecting yourself and your family too.
You decide what happens to your wealth.
Did you know that without a plan the probate court and the IRS are your heirs? About 5% of your estate will go to the court alone. You should be empowered to make the decisions about what happens to your wealth. Don’t be left without a plan. The next step is up to you.
It’s easy to get started following these steps.
Schedule a listening and discovery session
It’s a “Two-Way” street. We’ll get to know you and you can get to know us. This session is a no-cost
Design your Empowered Estate plan
Through two meetings about two hours each.
Rest easy knowing your Empowered Estate Plan will actually work
Protect your Legacy with our Empowered Wealth Protection Plan
We serve your family’s needs.
What people are saying about our Empowered Wealth Protection Plans and
Moore and Kerbawy
We went to Jamie on a friend’s recommendation when we needed to put together a living trust to protect our resources in the event of either one of our deaths which would be untimely no matter when they happen. He walked us through the entire process without a hiccup in it and even helped me put together a partnership buy-sell agreement for my business. During that process he consistently worked for my best interest even when he had to go at odds with my accountant and other planners. Further, I have recommended him to others several times since and all have reported excellent results, especially those who had an immediate need from an unforeseen death for which the family had no preparation in place. You couldn’t find a more competent, knowledgeable, or compassionate attorney.”
We make estate planning clear.
We know that the thought of planning for death or disability can be intimidating. Many people don’t know where to start, and are overwhelmed by the process of making a wealth protection plan.
We get it.
It can be scary to think about a stack of papers that you might not even understand or don’t know how to use.
At Moore & Kerbawy, we believe that everyone deserves to have control and protections of their own wealth. We understand how frustrating it is to have an end-of-life plan that’s confusing or doesn’t work, or worse yet, to have no plan at all. That’s why we’re committed to providing wealth protection and family protection plans that WORK. We’re here to help you act in your own best interest.
As a team, we’ve spent over 7 decades in the legal world, and we want to use our expertise to help you form the plan you need.
Plan Your Legacy with Confidence!
Get Your Hands on Our FREE resources on Estate Planning and Ensure Your Loved Ones’ Financial Security!
Our top 3 resources that will help you understand more about our Empowered Wealth Protection Estate Plan
Top 5 reasons why you and
everyone needs an Estate Plan
Longer Read Plan
Preserve and protect your wealth with this book from our own expert James Moore
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Don't Leave Your Future to Chance! Take Action Now and Partner with our Skilled Exit Planning Lawyers to Ensure a Smooth Transition.
Transferring your business may be the most significant financial transaction of your life. At the Moore & Kerbawy Counselors at Law, PLLC, we utilize The ExitMap® to help clients understand their current level of preparedness so that they can begin the succession planning process.