Our clients come to us from all walks of life for help protecting what they’ve built—their family, their business, their property—their legacy. We work with individuals, partners, married couples, business owners, property owners, and families of all shapes and sizes, no matter how large or small their estate may be. There is no “one size fits all” estate plan because every person and every family is different, which is why our approach to estate planning is multifaceted, comprehensive, and completely custom. What matters to you, is what matters to us.
“Legacy is not what I did for myself. It’s what I’m doing for the next generation.”
We work with our clients to design a custom estate plan tailored to their needs. We aim to design a plan that can grow with our clients as their circumstances changes. We will never provide a plan that you don’t understand. During a free initial consultation we will discuss your estate planning goals and concerns and provide our tailored recommendations and pricing.
Our Estate Plans Include:
Wills
Trusts
Business Interest and Real Estate Considerations
Powers of Attorney
Guardianship
Medical Directives
HIPPA Authorizations
Business Succession Planning