A Living Trust-Based Plan
Our Comprehensive Estate Planning Package contains a Revocable Living Trust at its core. The Trust is custom drafted to your exact specifications, and includes other provisions, techniques, and strategies that only come from years of applied legal experience.
All Necessary Corollary Documents and Strategies
Not only is our Comprehensive Estate Planning Package built upon the foundation of a custom-drafted, premium Living Trust, each plan is rounded out with every possible corollary document you could need:
*Certain documents are provided for each individual client rather than a single document for the couple.
Free, Unlimited, Lifetime Consultations
Every single one of our clients is entitled to free, unlimited, lifetime consultations. If anyone of our clients has a question or concern about anything we have done for them, they are able to speak with an attorney at no additional cost.
A Thorough Approach
STEP #1: BASIC ESTATE PLANNING. All clients begin with a Basic Estate Planning Needs Assessment. Before anything else is discussed, we ensure a proper foundation of the basics. The result of this assessment is a basic, Comprehensive Estate Planning Package.
STEP #2: ADVANCED ESTATE PLANNING. Premium planning involves pushing past the basics and identifying any other areas where proper planning would be beneficial, or required. Depending on the clients' specific situation, this may result in either additional provisions in the basic Comprehensive Estate Planning Package, or additional documents and strategies.
STEP #3: ASSET PROTECTION. Finally, we review with each client options available to them regarding the protection of assets from unscrupulous creditors, frivolous lawsuits, and other uncertainties.
Premium Estate Planning
PROVEN EXPERTISE. Using innovative, yet proven strategies and techniques, we press forward past the basics to identify and address the issues which allow us to develop and execute a fully complete and quality plan. Whether we need to undertake elements of High Net-Worth Planning, Business Succession Planning, Asset Protection or simply create a thorough and high-quality plan unique to you, we proudly anticipate being of exceptional service to your needs.
EXCLUSIVE SERVICE. Committing to a relentless focus on details and communication, we ensure that each and every client stays well-informed of their matter and has a direct line of communication with their attorney. When a client hires an attorney, the client invests a tremendous amount of trust in the attorney's ability to zealously advocate for the client's best interests, and to synthesize all of the technical legal aspects of the matter to where the client feels comfortable. Focusing on a high level of service ensures our clients feel happy, comfortable, and confident.
VALUED RELATIONSHIPS. Effective Estate Planning is not a static occurrence, but rather an ongoing relationship built on trust, confidence, and communication. The results are remarkable when the relationship between the attorney and the client is properly nourished. We enjoy working with people and strive to bring joy and happiness into every interaction we have, with both our clients and professionals with whom we work. We strongly feel that beyond a foundation of trust and communication, relationships that bring joy enrich our lives and the lives of those around us.