Services
Personalized Service
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
We represent 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
• Families with special needs looking to ensure that their children with special needs will be taken
care of and able to continue to receive government assistance
• 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
• Estate executors and beneficiaries navigating the court process of probate administration
• Family members or trustees carrying out the legacy left behind through a trust administration