What We Do
…But First: Why We Do What We Do
Our mission is to transform the way our clients see and experience legal planning. The biggest problem with estate planning—other than the fact that 75% of people don’t actually have any estate planning in place—is that people do the planning once and then forget about it. They don’t keep their plans updated as life changes, and that means 70% of estate plans fail. People spend a few thousand dollars and several hours of their lives to get a plan in place, and that investment is totally wasted by the time the plan is needed. There is a better way, and we aim to provide that for our clients. Simply put: none of this is a one-time ordeal or a set of documents you can stick in a drawer and forget about. We’re not a one-night-stand or summer-fling law firm. We’re a relationship law firm, the kind you introduce to your friends and family and plan a future with.
In lawyer groups, the same sad posts pop up again and again:
“Searching for the will of so-and-so. The family remembers they met with a lawyer 30 years ago, but no one can find the documents or remember the lawyer’s name.”
“Help. The decedent’s estate plan was not updated since 1998, and the situation is a mess. Is there a way to fix this so these folks don't end up on Jerry Springer?”
These aren’t outliers. They’re the norm. And they turn grief into chaos—delays, court battles, family drama, and way too many hour$ talking to lawyer$. This stuff creates very real family rifts that most people don’t want for their families after their deaths.
It doesn’t have to be this way, and so we’ve created a better way.
We’ve gotten too many calls from people who can’t find their loved one’s important planning documents and can’t remember who the lawyer is that prepared them. We’ve gotten too many calls from people who have a deceased loved one’s Will or Trust that is either totally irrelevant to their life at the time they died or was not set up in the way they intended. We want the work we do to matter when our clients need it most. That involves ongoing counsel, the kind only people like the Rockefellers had access to previously, but now you have access to through our unique client service systems.
What We Do
Estate planning: Will- and Trust-based plans that protect you and your family in the event you are incapacitated or die. This can involve asset protection (planning to protect assets from liability issues and to protect assets for vulnerable beneficiaries) as well as tax and charitable planning (planning to maximize your choices in directing where your wealth goes).
Estate administration: The legal work that needs to happen when someone dies, such as probate or trust administration.
Medicaid Qualification: Helping families to navigate paying for long-term care through asset protection trusts or spend down plans that maximize allowable gifting.
Guardianships + Conservatorships: Helping families to protect their vulnerable incapacitated loved ones through court appointment.
Business planning: Formation of LLCs, corporations, non-profits, and other business entities; business maintenance that helps businesses to stay compliant with the law and maintain the wall between their business and personal assets.
“We cannot thank you enough for how quickly you gave us the reassurance we needed that everything was already place when K had his recent health scare. It made dealing with everything else so much easier knowing you had already taken care of the legal stuff and were ready to assist us with any issues that might come up. Thanks again.”