Life & Legacy Planning

Not your Typical Estate Planning

​​​​​​​​Living a wonderful life and leaving a legacy to be proud of takes careful planning. Far too often failing to plan results in a plan to fail.  

Here's how we are different: 

Typical estate planning plans for your death and dying. Our approach is to plan for your living and legacy. Our #1 goal is have you live your best life and leave a legacy for those who mean the most to you.  

Our practice includes: 

  • Wills      
  • Health Care Power of Attorney
  • Durable Power of Attorney
  • Living Wills 
  • Asset Protection 
  • Business Succession Planning                           
  • Special Needs Trust 
  • Living Trust

We are committed to:   

Value based billing: Our Choice Billing program lets you choose the spend based what makes sense for you. 
  Confidentiality: All client information is held in the strictest of confidence. Confidentiality begins with our initial consultation and continues indefinitely.
      Communication: We pride ourselves on open and ongoing communication.  All client calls and emails are answered within one business day. 
   Transparency: Clients are welcome and encouraged to review their case file via our client portal as often as they choose.