Lisa McGraw

Zarda Law

https://www.zardalaw.com/

Areas of Focus:

Licensed States: California, Wisconsin

What to expect from Lisa McGraw

A 15- minute introductory call to understand your goals and needs.

2-Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.

Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.

A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.

A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Lisa McGraw

Hi. I’m Lisa McGraw. I’m passionate about helping families plan for their future which gives them a piece of mind to live their best lives.

In my practice, I focus on Family Protection, Kids Protection Planning, Wealth Preservation, and Value-Based Planning. I believe that there is no “one size fits all” estate plan. Instead, I take my time to get to learn your family dynamics to ensure that I can create a plan that works for your specific family needs.

Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, I will help you to design a plan that achieves your goals for your loved ones today and for years to come.

I love educating my community on the importance of estate planning no matter what your age, marital status, or bank account size. I also am passionate about educating parents about the importance of nominating guardians for their minor children. And how important it is to have short-term and long-term guardians named for their children.

In my free time I enjoy spending time with my family, traveling, spending time outdoors, and spending time at my local Crossfit gym. And, most importantly, I am the proud mother to Finley.

Schedule a Consultation

The Personal Family Lawyer Promise

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.