Whether you've been blessed with a new child or you're stewarding a third generation, family dynamics give rise to some of the most complex problems in law and practice—and by far the most important. An attorney is an intimate advisor, a trusted counselor and confidant, virtually a member of the family. Our relationships start and stay one-to-one, but we allow them to develop facets that span generations as your family and vision grows. As a result, we're often asked by our clients to serve in fiduciary capacities, as executors and trustees, to care for and manage what we've built together.
“Estate planning is an emotional experience. We help our clients untangle intricate concerns, settle their views, and experience the peace of relief.”
At the heart of our relationships is a fundamental and increasingly lost art – listening. Deep listening allows us to hand-craft every plan and every document in accordance with your personal vision. We absorb your direction, curate your assets, sculpt an integrated and singular plan, and refine it as often as you wish.
Our practice is comprehensive in the trust and estate domain. We provide depth of service without losing sight of what matters – you. Some of what we offer clients includes:
Estate & Tax Planning
Trust & Estate Administration
Businesses Succession
Probate & Probate Avoidance
Guardianships
Special Needs & Charitable Contribution
Gifting
Powers of Attorney
Health Care Proxies
Adoption & Custody
Fiduciary Leadership
General Counsel
Clients also benefit from a network of trusted partners that provide streamlined access to any peripheral services that may be necessary. We stand by and guide you every step of the way, strategically leading you to goals in a manner that permits you to completely understand the process and results.
Our process is clear and direct. Together we analyze your circumstance. Then our firm leads the planning and drafting of documentation that actualizes your intentions. Finally, you sign off and the documents are safely and securely stored in digital and physical media accessible to you and those you give permission to at all times. Pricing is equally clear and direct – most of our costs are flat rate and published up front. We enable safe and predictable planning from start to finish.
“Preserve your lifetime of work. Minimize risk and unexpected outcomes across all assets.”