ESTATE AND BUSINESS PLANNING
Helping Families and
Plot a Course to
a Secure Future.
A COMMITMENT TO INVESTORS AND BUSINESS OWNERS
We are committed to understanding and working with businesses, investors, and partnerships to add clarity to their future and provide expert legal representation as they grow. Our clients appreciate and understand the comfort and peace of mind that comes with a conservative approach built upon sound legal precedent.
A COMMITMENT TO FAMILIES
We believe that every family has the right to have their assets protected, tax liability minimized, and their legacy preserved regardless of how unique their circumstances. We are passionate about sharing our knowledge and expertise of tried and true estate planning principles to work with families to accomplish these objectives.
A Conservative Philosophy
Based on a Foundation of
Sound Legal Precedent
A Dedicated Focus to Families,
Business Owners, and
ESTATE PLANNING AND ADMINISTRATION
Our firm is built upon estate and succession planning. We are experts in planning, creating, and implementing comprehensive living trust-based estate planning packages. Years of experience make us the ideal choice to create a basic estate plan or to implement asset protection and advanced planning for unique special circumstances.
Corollary to planning is our estate administration practice which includes trust and estate administration, non-probate transfers and probate.
We stand by our clients during the initial stages of planning and formation of their businesses, and throughout their operations. Ultimately, when it comes time to plan the next step, we are there to manage the sale, liquidation, or succession of the business as well. Our expertise in entrepreneurship, management, finance, and tax provides a broad yet robust foundation for our clients and their varying needs.
Read What our Happy
Clients Have to Say
AVVO'S CLIENT 5-STAR CHOICE AWARD
For consistently earning 5-Star Reviews, we have earned the 2019 Clients' Choice Award from the leading attorney review site, Avvo.com.
Please visit our own Testimonials Page to read what our many happy clients have to say about us!