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Our Approach to Estate Planning

We offer a unique approach to estate planning, designed to maximize both the ease and efficiency of the process and the quality and value of the end product to you and your family.

Our approach can perhaps best be described by reference to the following broad guiding principles.

Cutting edge capability.  We are happy to help you prepare a simple will or a revocable living trust, if that is what you need. However, rest assured that if the best approach for you involves estate or gift tax planning, irrevocable trusts, business or farm succession, asset protection or wealth preservation strategies, protection of special needs beneficiaries, charitable giving, or other more sophisticated techniques, we have the expertise and the resources to provide expert guidance.  Whether your needs are relatively straightforward or more complex, we are committed to helping you create the plan that is just right for you.

Collaborative approach.  Because estate planning is so closely related to, indeed interconnected with, many other kinds of legal, tax, business, financial, and insurance decisions, a coordinated approach is essential. You may not have well established relationships with other trusted advisors, but if you do, we believe in the value (where appropriate, and subject to your permission of course) of seeking their input and working collaboratively with them in the creation your estate plan.  We have found that other advisors with whom you have worked closely, such as financial planners, insurance agents, bankers, accountants or other comparable professionals can often provide deeper insight about you and/or add value by contributing their own particular expertise. We enjoy working collaboratively with these other professionals, and we believe that doing so produces better quality planning for you.  Not incidentally, the relationships we have developed have also enabled us to identify skilled professionals in a wide range of other areas who share this collaborative perspective, and we enjoy serving as a resource for information and referrals to help you find the assistance you need.

Good service guarantee.  As our client, we are committed to providing you with the highest level of service reasonably possible, including

            - Individualized attention

            - Prompt communication

            - Fast turnaround

In fact, we don’t just promise good service, we guarantee it. Please see our website For a complete explanation, please follow this link to review our good service guarantee.

While our representation usually results in the creation of one or more planning documents, we really are not in the business of selling documents. Primarily, we provide analysis, advice and assistance. Depending on the specifics of the services you request from us, we offer analysis of your particular circumstances to help you identify issues and planning opportunities, advice about the planning options available and which may offer the greatest benefit to you, and assistance with implementation of the option or options you select.

Our ultimate goal is to inspire you to create a plan that provides the best possible protection for you and the people you love, and that provides you with the confidence and peace of mind to get on with the important things in your life.

Estate Planning

Our Approach to Estate Planning

Wills / Basic Planning

Advanced Estate Planning


Asset Protection

Estate & Gift Tax Planning

Business or Farm Succession

Special Needs Planning

Charitable Giving

Probate and Trust Settlement

Good Service Guarantee