Safeguard Your Future
San Francisco Bay Area
R. Terese May, ChFC®
Attorney at Law
Estate Plans to Life Plans
Life Design Plans?
A year like no other offers us an invaluable lesson…… From 9-11 to the Great Recession to today’s Pandemic-disrupted, lifestyle, the only certainty is uncertainty.
Most financial advisors don’t know the law, and most attorneys are not certified in wealth management. Finance and the law are separate disciplines but different sides of the very same coin. At Covington May, we think differently.
Not Just Estate Planning, but Life Planning.
Commitment to protect your future
Think of an estate plan or trust as a celebration of life, and protection for those you love when you are no longer in the picture.
A life plan gives voice to your desires, before a personal crisis occurs. Where providence shines, independence is not an issue.
Litigation can be expensive, complex and emotionally charged. A facilitative approach to conflict can yield tremendous benefits for the parties.
Conflict, litigation and family discord are among the greatest threats to intergenerational wealth.
Our founder is a small business advocate. We have prioritized the support of entrepreneurs as foremost among our service offerings.
We understand that your personal autonomy is of paramount importance.
We care about families, and the legacies they are entrusted to carry.
We hold in high regard, the transformational nature of wealth, because we have managed it ourselves.
We have few peers in our capacity to help you strike the right balance among your concerns.
Reaching Professional Crossroads
Becoming an attorney was not a casual decision. After two decades of helping client’s amass wealth, my only professional frustration was the inability to protect my client’s independence.