Our Approach

You love your family and want to make sure they know exactly what to do and have a trusted advisor to help them if (and when) something happens.

Life is full of complex legal and financial decisions, and you do not have to make them alone.

You may know that your life and legacy are about much more than money but maybe you are not sure exactly how that translates into legal documents like Wills, Trusts, Health Care Directives, and Powers of Attorney. Maybe you are even thinking you can do it all yourself online given the new online technology being advertised daily that suggest you DIY your important planning.

We know (and will help you understand too) that do-it-yourself estate planning will leave your family lost and unsupported, and may even cause the loss of your assets when something happens to you. By then, it will be too late for your family to clean up the mess left behind.

With our help, you will feel confident that you have made all the right choices about the use of your resources while living, and that your family will be left with support and a clear plan if you become ill, are, injured or pass away.

From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.

Generally, our fees range between $3,000 up to $10,000 on the high end for an extensive plan.  It’s our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with any lawyer charging fees that are less.  Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.

Personalized Service

We believe in personalized service for each and every client. Our approach is educational and proactive – we first determine your individual needs, desires and values, and then tailor your plan to best fulfill your dreams.

We represent families throughout varying stages of life:

• traditional two parent families or single parents wishing to provide for and protect their children and themselves;
• unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
• blended families negotiating the challenges of creating new relationships with varying expectations
• families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance
• high net worth families seeking strategies for minimizing estate and income taxes
• family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership
• estate executors and beneficiaries navigating the court process of probate administration
• family members or trustees carrying out the legacy left behind through a trust administration 

We often serve the whole family and multiple generations of the same family.  From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.