Who We Are
Our lives are wonderfully rich, and we all want to live life to the fullest. We enjoy our work and community service, our families and loved ones, and new experiences that move and inspire us.
What we love becomes what we want to protect — the important people in our lives, the assets we’ve worked so hard to accumulate, and the priceless memories, dreams and values. Our services are designed to provide you and your loved ones with this protection both efficiently and easily.
Our unique and refreshing approach:
1 – We do everything on a flat-fee basis.
People like certainty in their lives. And they don’t like unexpected bills from lawyers. For these reasons, we alleviate any unpleasant surprises by working on a flat-fee basis. We speak openly about our fees up front, and our clients work with us to choose their own fees. Our clients are a lot happier with this arrangement, and so are we.
2 – Our team makes it easy for you.
We know firsthand how busy families can be, and that it can be a real struggle to put your own needs ahead of your children, your family and the demands of your job. The reality is that if something like estate planning can be put off, it will be, sometimes indefinitely.
Many people are embarassed to admit they haven’t focused much attention on their estate planning. It’s understandable why they haven’t, but the fact of the matter is that no one knows when the unexpected might happen. While it’s unlikely something will happen to you prematurely, it’s possible. And if you don’t have a plan, or don’t have a plan that works for your needs, the effect of a premature disability or death could be absolutely disastrous.
For these reasons, we make it as easy and convenient for you as possible. Typically, we complete a plan in 2 to 3 meetings over the course of 4 to 8 weeks. We offer complete trust funding services and offer a yearly plan review so you can have total peace of mind that your plan will work when you need it.
3 – We recognize that estate planning is about much more than just transferring money and property; it’s about passing on your most valuable intangible gifts: Your life’s lessons, your hopes and dreams for your loved ones, and your family heritage.
What would it be worth to you to read a handwritten letter from your departed parent or grandparent — or even hear his or her own recorded voice — telling you how much you were loved as a child, or what life lessons he or she most wanted to pass on to you, or what his or her dreams for you were?
Traditional estate planning focuses on money and property and for the most part stops there. But we all have a larger wealth that goes beyond money and property. It includes our values and the wisdom we’ve acquired, the insights that have allowed us to make better decisions as we get older, and our family heritage. When you add that in with the money and property, then you pass along real wealth.