About Us
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved one’s out of court and out of conflict when something happens to you (or them). We focus on strategic business and estate planning to achieve your goals.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you’re ready to jump right in, please schedule a Life & Legacy Planning Session; if you’re a business owner, schedule a Business Strategy Session.
Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated, and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
Simply click here and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Testimonials
“During a very difficult time with estate planning and procedures, Morgen and crew fit us in in such a timely manner. Knowledgeable and super helpful providing guidance and legal expertise! Friendly, professional, considerate and went above and beyond! Highly recommend.”
A Trustworthy & Committed Law Firm
Attorney Morgen M. Bowers’ estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often-confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her estate planning expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Morgen will help you craft a plan that achieves your goals for your loved ones today and for tomorrow.
Who We Are
Morgen M. Bowers
Attorney Morgen M. Bowers’ estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow.
Shannon Dorn
Shannon is personable, outgoing, and loves helping our clients.
Portia
Portia is our Intake Specialist and Funding Coordinator and works closely with our team and our clients on the implementation of their estate plans.