About Us

It’s all about you and the people you trust.
The best approach is a collaborative approach.

We strongly believe in the power of collaboration. We will work closely with you and the people you love to understand every aspect of what you hope to achieve today, tomorrow and for generations to come. We are committed to developing close relationships with all our clients - many have become good friends.

We also encourage our clients to involve all of their professional advisors in the planning process. The Collaborative Team may include one or more of the following members:

• Attorney

• Financial Advisor

• Life Insurance Advisor

• Accountant

• Private Banker

• Professional Trustee

• Business Advisor

• Property & Casualty Insurance Advisor

• Real Estate Professional

Not all firms are created equal.

Choosing the right law firm to advise your family or business is an important decision. Ideally, you are selecting a firm that will be there for you and provide needed advice and counsel for years to come.

We believe there are four aspects that must be part of any good plan:

• Control

• Flexibility

• Security

• Efficiency

We work with you to find the best way to meet your needs in these four areas. Equally important, we employ the following process to ensure your estate or business plan remains current and continues to meet these goals.

Pre-Engagement
Gather Information. You tell us about your family and/or business.
Preliminary Evaluation. We determine your tax and risk exposure.
Initial Visit. We get to know each other and learn about your goals.

Engagement
Analysis & Testing. We compare potential solutions.
Building the Plan. We prepare a written recommendation.
Presenting the Plan. We present the plan and obtain your approval.
Implementation. We carefully implement every detail of your plan.
Confirmation. We confirm that we have met your goals.

Post-Engagement
Family Counselor Program. We keep your plan current.
Counsel on Call Program. We serve as part-time general counsel.