Secure Your Legacy with Confidence
At 3FG Law, your future is as important to us as it is to you. We offer estate planning for women and LGBTQ+ professionals because we know how hard you’ve worked to build your life successfully; we’re here to help you protect it, preserve it, and pass it on. Joanna Amberger, Estate Planning Attorney and CERTIFIED FINANCIAL PLANNER™ professional, prioritizes big-picture solutions, helping you navigate estate planning with your goals and values in mind. We help you plan through the details so your loved ones don’t have to, like how to manage and distribute your assets according to your wishes, prevent court battles, avoid probate, and minimize tax burdens.
Life isn’t compartmentalized. That’s why your estate plan needs to adapt, evolve, and keep each part of your life in balance, no matter how the individual pieces change. Our Client Care Program is all about breathing life into your estate plan and keeping it aligned with your current reality. We’ll regularly review each area of your life to make sure your estate plan fits and works when it needs to.
Together, we’ll update your estate plan as needed, and you’ll always have 24-hour access to crucial documents and ongoing support for you and your family. With Joanna’s expertise and our dedicated team, you can have peace of mind knowing your loved ones will be well taken care of.
Why Is Ongoing Estate Planning Support Important?
Estate planning is a verb. We see a lot of people who think all they need to do is draft a few documents with an estate attorney; by the time they realize their estate plan is out of date or missing key pieces, it’s often too late to do anything about it. We work with clients to ensure they have an estate strategy that complements the rest of their financial goals and works when they need it to. We help create and implement wills and trusts to manage the legacy you want to leave, as well as establish powers of attorney and healthcare directives to protect you during your life.
When all of these elements combine in a cohesive, actively managed estate plan, they become more than the sum of their parts. Together, they can help build generational wealth, protect your loved ones, and support your wishes when you’re no longer able to advocate for yourself. And when your estate plan is coordinated with your financial plan, your goals and values are supported without the need for you to work any harder.
Making Estate Planning Make Sense
Joanna has been in the financial planning industry since 2007, and she noticed a common theme. Clients came to her with disjointed financial and estate strategies. They had an estate attorney who drafted documents, and then disappeared. Or, they had an estate plan that was older than their mortgage. The problems were clear, but she didn’t have the licenses necessary to offer guidance and present solutions.
So, she went to law school to bridge the gap. Today, Joanna offers estate planning services in Honolulu and the surrounding areas to help clients create, update, and navigate their legacies, from ensuring proper funding to updating documents after life transitions.
3FG Law is built on the belief that women and LGBTQ+ professionals should have a safe space to discuss their estate planning needs and concerns without feeling overwhelmed or dismissed. She maintains a down-to-earth approach and tries not to take herself too seriously, fostering a welcoming and relaxed environment for her clients. This combination of financial expertise, legal knowledge, and a compassionate attitude makes her a trusted advisor for many families planning for their futures.
