What We Do
We get our clients as excited about their planning as we are by focusing on ideal outcomes. We take care of the legal concerns so you can take care of the human ones. Supporting charities. Protecting children. Leaving a legacy. By focusing on your entire Succession Planning Experience, we build a long-term relationship with you to help you accomplish more with your planning than you ever thought possible. All because…
Leave a powerful legacy focused on your wishes.
Our flat-fee system allows you to stop worrying about cost and start thinking about the outcome of your planning. We can help create or update your estate plan with revocable living trusts, wills, durable financial powers of attorney, healthcare powers of attorney, living wills, trust amendments and restatements, codicils, and more. Click the icon above or the link below to find out more about our goal-oriented planning and our trademark Family Succession Planning Process.
Planning with wisdom; practicing stewardship; pursuing peace.
We live in uncertain times. Whether you want to plan for your retirement, account for the eventuality of long-term care, or provide for a spouse or parent, long-term care planning can help you find peace of mind with your finances. You don't need to spend your life savings on a nursing home. Our Long-Term Care Planning Process can help you design a plan that preserves your assets for as long as we can while avoiding Estate Recovery to the extent possible. Click the icon or the link to learn more.
Take care of yourself. We'll take care of the rest.
Adjusting to the loss of a loved one is difficult and often emotionally exhausting. With your emotions draining your energy, it can be a struggle to focus on your own affairs, so working through the legalities of managing your loved one’s estate might seem impossible. We seek to ease as much of that burden as possible with our Generation Transition Process. Click to learn how we can help you navigate the complexities of probate or trust administration.
Building strong relationships to create stronger plans.
We believe strong relationships result in stronger plans. We also believe working together to support a common cause is a vital piece of every relationship. That’s why, at its core, Continuous Client Care is a program where we seek to develop a relationship with you that will both maintain your succession planning and provide you with an opportunity for personal growth, wherever that growth might lead you. Click the icon to learn more about our unique approach.