Our Services
Our firm believes in personalized service for each and every client. Our approach is educational and proactive—we first determine each client's individual needs, desires and values, and then tailor their plan to best fulfill their dreams.
TRUSTS/WILLS □ PROBATE □ TRUST ADMINISTRATION
KID'S PROTECTION PLANNING □ BUSINESS SUCCESSION PLANNING □ GUARDIANSHIPS □ STRUCTURED DEBT NEGOTIATION □ BANKRUPTCY
We represent individuals and 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;
- 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;
- PROFESSIONALS that are seeking to provide maximum protection for their assets;
- Individuals desiring to form a CORPORATION, LLC, OR PARTNERSHIP for a business venture and want to ensure that they maintain the maximum protection from personal liability that their chosen entity can provide;
- Estate EXECUTORS AND BENEFICIARIES navigating the court process of probate administration;
- Family members carrying out the legacy left behind through a TRUST ADMINISTRATION; and
- EXECUTORS, TRUSTEES AND BENEFICIARIES seeking to resolve conflicts.
With each of our estate plans we include a no-charge three year review to ensure that as our clients' lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their human assets—who they are and what is important to them. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our annual membership programs or not, we keep all our clients updated about changes in the law and issues that might affect their lives.
Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children. Become part of our client family and feel how much we care.
