protecting your family’s legacy through personalized
Estate planning and Estate administration services
welcome!
Congratulations on taking the first step toward securing your life and legacy for the people you love most!
Our firm is dedicated to helping individuals and families preserve their assets and protect their loved ones through every stage of life. We help give you peace of mind by working with you to design an estate plan to keep your family out of court and conflict.
We are your trusted advisors for life!
Why work with us?
Our firm doesn’t rely on the traditional “one-size-fits-all” document drafting process of estate planning. Instead, we embody the true “counselor” role when practicing law, by building authentic relationships with our clients. This allows us to focus our planning on your needs and to be there for your loved ones during the most difficult times.
How we work
We educate and empower you to get more financially organized than you ever have been before. We listen and learn about your family-dynamic and life goals to design a plan that meets your specific needs. We will help you develop a plan that is designed to grow with your life and protect your loved ones by keeping them out of court and out of conflict.
who we serve
Whether you’re single, married, divorced, have children, or have a blended family, we will empower you to design an estate plan that is customized to your life. A plan that will not only pass along your assets and Family Wealth, but will make things as easy as possible for the people you love.
life & Legacy Planning session
designing a plan for life!
We empower individuals and families to get financially organized through our Life & Legacy Planning Session, to ensure their assets pass along to their desired beneficiaries, while keeping their loved ones out of court and conflict.
The purpose of this planning session is to get to know you and to learn about your family dynamics, and assets, and to educate you on the law. This will allow you to choose the planning that's right for you, and the people you love, and to choose the fee that fits your budget.
Latest articles
