Our law firm specializes in estate planning and elder law. In fact, that is all we do. By focusing on these areas of law, we strive to provide our clients with top-level expertise and knowledge.
We are dedicated to helping our clients receive the best counseling available and a plan that works for them. In the counseling phase, we patiently explain client options, and provide an atmosphere that is both professional and respectful. We seek to encourage client questions and understanding of the process and planning alternatives. We take a creative approach to the entire process every step of the way.
To us, estate planning means far more than just drafting a good document. Excellence in estate planning also requires careful and considerate counseling, and follow-up that ensures the plan works for each client. This is why we also provide our Legacy Transfers Program which offers our clients continual updates and maintenance of their plan, training for trustees and beneficiaries about the process, and up-to-date notices on legal changes. Unlike most attorneys who provide a document and periodically suggest making updates, our Legacy Transfers Program offers a proactive approach that gives you an “attorney in your pocket” to monitor your plan, provide changes as needed, and add the additional support of training through the life of your estate plan. We not only advise on how to move assets into a trust if you have a trust-based plan, but we also offer to do the funding legwork for you if you wish. Additionally, we work with you to verify that every asset is titled properly so that you and your loved ones will have no probate process to worry about.
Estate planning is much more than just documents and you are much more than just a pocketbook. You were created for a reason and the lessons and values you have learned and developed throughout your life should be transferred to your loved ones. The transfer of your principles and beliefs is as significant as the transfer of your financial assets. We would like to assist you in this process. We offer a creative and complete approach to estate planning. We look forward to speaking with you and would appreciate the opportunity to serve you during the development of your estate plan.