Our Services
Our firm believes in personalized service for each and every client. Our
approach is educational and proactive – we first determine each client’s
individual needs, desires and values, and then tailor their plan to best
fulfill their dreams.
With each of our estate plans we include a no-charge 3 year review to ensure
that as our clients’ lives change, so does their estate plan and ensure that
all our clients' assets are held properly for maximum protection. And, we have
annual membership programs for clients that desire even more service. Whether
you participate in one of our membership programs or not, we keep all of our
clients updated about changes in the law and issues that might affect their
lives.
In addition, we advise clients regarding pre and post-nuptial agreements,
perform reviews of existing plans that may be out of date, and handle all
aspects of administration after the death of a loved one. And, we keep our
clients corporate records up to date so that they have the maximum protection
from personal liability that a corporation can provide.
Our clients benefit from the care we offer the whole family from free estate
checkups to basic planning documents for young adult children; become part of
our client family and feel how much we care.
We represent a families throughout varying stages of life –
- traditional two parent
families or single parents wishing to provide for and protect their
children and themselves;
- families where one or both
spouses are not US Citizens insuring that the unique legal and personal
needs of the family are met and protected,
- unmarried couples who are
either solidifying their relationship through proper planning or
dissolving their relationship with the assistance of caring counsel,
- blended families negotiating
the challenges of creating new relationships with varying expectations,
- high net worth families
seeking strategies for minimizing estate and income taxes,
- family business owners
seeking ways to protect and expand their companies and considering how and
when to transition to the next generation of ownership,
- estate executors and
beneficiaries navigating the court process of probate administration,
- family members carrying out
the legacy left behind through a trust administration,
- executors, trustees and
beneficiaries seeking to resolve conflicts, and
- families and individuals
raising whole people.