Our Services



Our firm is different in many ways! We understand that you’re busy, your life is evolving, and you want to know that you’ve made the best decisions for your family and your business and that your plan will work when your loved ones need it the most.

Our Practice is Based on Relationships

We recognize that every client is different and has unique goals and objectives. So our first focus is to learn about you, your family, your goals, concerns, and fears. That’s why we’ve thrown out the hourly billing clock!

We work on a flat-fee basis because we want our clients to be able to talk with us, without feeling rushed or worrying about the size of their bill.

Our Team Helps Protect You and Your Family

Together we’ll create a plan that best fulfills your dreams and goals. We’ll help you arrange your affairs in a way that is both personally satisfying and that meets your unique objectives—all while accomplishing substantial savings for your family in the long run.

We Never stop Learning

We Place a High Value on Education

Not degrees and class rankings, but real, applied learning about how we can continue to best serve our clients. That means when we’re not seeing clients, we’re attending classes, reading about changes to the law, what other practices are doing, and new planning techniques. We’re listening to estate planning podcasts, teleconferencing with other attorneys, and thinking about new ways we can help your family get the most out of life. It also means we’re constantly investigating and employing new technology to do more for our clients.

This educational and proactive approach extends to how we work with our clients. We use a lot of stories and plain English, so you will know and understand the planning options that are available to you. We discuss, using real world examples, how we can design a plan that will protect and care for you throughout your lifetime and how it will continue to protect and care for your family after you’re gone.

Stay Current and protected


We Are Here For You 

When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your personal lawyer, a call will be scheduled when you’re both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.

We can also provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.