We help create plans that work to keep your loved ones out of court and out of conflict.
Many traditional law firms make estate planning unnecessarily difficult and use complex legal jargon that makes it impossible to understand how important estate planning is to you and your family.
I used to work in larger law firms that prepared estate plans for affluent families. Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70- and 80-year olds who were preparing for death. Many traditional law firms still operate in this outdated method. There’s a better way and we’re here to show you what it is.
What makes our firm different is that we were built with the needs of growing families with family businesses in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency.
You are raising children and caring for elderly parents while also working hard to build your own nest egg for a lifetime of support.
You want to know you have made the best decisions for your family and that your plan will work when your loved ones need it most. You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.
This is our focus as well.
We look forward to seeing you and caring for your family soon!
P.S. If you think this all sounds like it’s going to be expensive, well you are right and you’re wrong. I can guarantee you that if you qualify to meet with us, your overall fees will be substantially less costly than it would be for your family, business partner or clients if you became incapacitated or died without handling these matters or if your business gets in a jam without these things being taken care of. We know that this planning is the foundation for protecting your family and loved ones!