We’re Focused on You
We have different options for each family.

Beneficiary Vault
Protect your beneficiaries’ inheritance from lawsuits and more.

Retirement Trusts
Protect Your IRA’s, 401k’s, 403b’s etc. for your beneficiaries.

Special Needs Trusts
Plans designed for disabled children and adults.
Having a Great Plan is Important.
If something were to happen to you, are you confident that you or your family would stay out of court?
Are you looking for a reputable attorney to guide you through creating the plan your family needs? Choosing the right team to support your family can make a big difference for their long-term success.
Find out why our clients appreciate our easy yet comprehensive approach to protecting your family’s future.
Protect You in Every Stage of Life
Satisfied Clients
Your Plan. Your Voice.
It’s your family. We build plans that contain your wishes for a better future.
Integrated.
We show you how to integrate your assets into your plan for peace of mind.
Long Term Support
Our clients work with us for life, so they know that everything is in place.
Don’t Waste Your Time on Incomplete Documents
When it comes to evaluating a highly technical legal document like trusts, or wills, how do you know if you are getting a quality document? You could read it, but let’s face it – legal documents aren’t the easiest things to understand. It’s like going car shopping by looking at pictures of engines.
Designing an estate plan right is a process.
The process is like fitting clothes. We’re taking measurements, taking in style preferences, color choices. We’re making recommendations about options. We call it the “Vision Meeting”.
It is a relaxed conversation that will guide you through the decision making process.
And at the end of the process, you’ll have various documents in your plan that have been DESIGNED around your family, and your goals, so they can reach their destination.
Start that conversation by scheduling your complimentary Vision Meeting.