Who we serve

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 estate planning to best fulfill their dreams.

We represent a 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;
  • LGBTQA individuals and families wishing to provide for and protect their children and their loved ones;
  • high net worth individuals and families seeking sophisticated estate planning and asset protection strategies;
  • Single individuals wishing to ensure that they have the proper planning in place, especially if they were to become temporarily incapacitated;
  • Soon to be divorced individuals who want to ensure that their ex could never act as their health care agent or trustee as well as prevent any assets from being distributedd to the ex upon the client’s death;
  • 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; and
  • family members or trustees carrying out the legacy left behind through a trust administration

With each of our estate plans we include a no-charge 3 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. And, we have annual programs for clients that desire even more service. Whether you participate in one of our annual programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives.

In addition, we advise clients regarding relationship nuptial agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one. And, we keep our clients corporate records up to date so that they have the maximum protection from personal liability that a corporation can provide.

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.

 

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