Our firm is here to help you prepare for your life and will be here to ensure your loved ones have someone to turn to when you are no longer with us. We’ve been told by many of our clients that the experience of considering their own death before and during their Family Wealth Planning Session, in the way we take you through the experience, offers a deeper and better experience of life afterwards. We have always been told how grateful our clients are that we took the time to explain what we were doing. We understand you are BUSY, your life changes, your family may be growing and changing, you desire a life of prosperity and peace, and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for yourself and your family during your lifetime and that your family will not be left confused and overwhelmed, but instead they’ll know what to do and will be aware of your love by how well you prepared. That is our focus too! We’ve developed unique systems to give you the guidance you need to build and maintain a life of prosperity and leave a legacy of true Wealth encompassing your financial, intellectual, spiritual, and human assets. Most lawyers only focus on transferring your financial wealth to the next generation; we focus on identifying and building your wealth during your lifetime and leaving a legacy of love that goes far beyond money, after you are gone. To build a lasting relationship with you we encourage communication and have thrown out billable hours so you never have to be afraid to call with a quick question (or even a not so quick question). Every bit of planning we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
