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What happens to them if something happens to you?


  • Pass on Wealth
  • Maximize Tax Exemptions
  • Deal with Real Property
  • Start Your Business
  • Maintain Your Business

Easily Pass Wealth onto the Next Generation

Wealth is more than just money. Your Family Wealth is everything that you are, have created, and will build during your life time. It's the lessons that you want your kids to learn and remember throughout their lives.


It's about the creating, protecting, and preserving the legacy you want to leave for your children and your heirs.


Best of all? You've already started! We'll help you get all the way there!

Easily Pass Wealth onto the Next Generation

Wealth is more than just money. Your Family Wealth is everything that you are, have created, and will build during your life time. It's the lessons that you want your kids to learn and remember throughout their lives.


It's about the creating, protecting, and preserving the legacy you want to leave for your children and your heirs.


Best of all? You've already started! We'll help you get all the way there!

Maximum Deductions and Exemptions

Say goodbye to missing out on deductions and exemptions.


Sure, we can't help you avoid paying taxes, but you can legally delay them through strategic planning, property exchanges, spousal transfers, and other qualified transfers. Does that mean you won't pay taxes, of course not. But, you should only be paying the taxes that you have to. 


Running from the tax man

Protect and Preserve Real Property

Owning your own home is part of the quintessential "American Dream." For some, that dream involves multiple homes, investment properties, rental properties, and grand estates. But even if you're not the next Vanderbilt, you still want to make sure that you maximize your home's value for yourself and for future generations. 

Start Your Business on the Right Path

Your business is your baby. We get it. We know that your business is your ultimate expression in the world, it's how you put food on the table, feed your kids, and keep a roof over their heads. We know. We're right there with you. 


That's why you need to start off on the right foot. Whether you're building the world's best mouse trap or helping others achieve their dreams, we'll help you achieve your's. 

Build it Stronger, Better, Faster

Your business keeps moving on, whether you're ready or not. You customers want their services or products, your book keeper or accountant wants bank statements, and your employees want raises. Is your head spinning yet?


Don't worry, we're here to help keep you sane, maintain your business, and protect your assets. 

How We Can Help

For Individuals

a la carte options

package options

For Businesses Owners

a la carte options

package options

For Businesses

a la carte options

package options

Responsibly pass on family wealth

Protect assets from creditors

Maximize tax exemptions and benefits

Document your medical decisions

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Ensure your children will be cared for

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Protect your ideas from theft

Acquire and protect real property

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Form a business around your ideas

Advice regarding employees

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Contract review, negotiation, and creation

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Maintaining your business

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Annual in person strategy sessions

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Easy access to legal advice

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For Individuals

We offer both "a la carte" and "package" options for most items below. That means you can get what you need and you can save money!

  • Responsibly pass on family wealth
  • Protect assets from creditors
  • Maximize tax exemptions and benefits
  • check
    Document your medical decisions
  • check
    Ensure your children will be cared for
  • check
    Protect your ideas from theft
  • check
    Acquire and protect real property*
  • check
    Form a business around your ideas

* "a la carte" option only

For Business Owners

We offer both "a la carte" and "package" options for most items below. That means you can get what you need and you can save money!

  • Responsibly pass on family wealth
  • Protect assets from creditors
  • Maximize tax exemptions and benefits
  • check
    Document your medical decisions
  • check
    Ensure your children will be cared for
  • check
    Protect your ideas from theft
  • check
    Acquire and protect real property*
  • check
    Form a business around your ideas

* "a la carte" option only

For Businesses

We offer both "a la carte" and "package" options for most items below. That means you can get what you need and you can save money!

  • Responsibly pass on family wealth
  • Protect assets from creditors
  • Maximize tax exemptions and benefits
  • check
    Protect your ideas from theft
  • check
    Acquire and protect real property*
  • check
    Form a business around your ideas
  • check
    Advice regarding employees
  • check
    Maintaining your business +
  • check
    Contract review, negotiation, and creation
  • check
    Annual in person strategy sessions +
  • check
    Easy access to legal advice +

* "a la carte" option only

+ package option only

In typical lawyer fashion, we have to include a disclaimer ... not all options above may work for or apply to you.

When you meet with us, we will help you determine the best way to achieve your goal. 

Free Resources

5 Steps to Start Your Estate Plan

There's more to an estate plan than a will and a death. Did you know that your estate plan can help you during your entire lifetime? Discover the 6 things you can start today to help improve your life plan.

7 Steps to Starting Your Business

You have a great idea and you're passionate about it. you know it can go the distance, but you need help getting started. It's okay! Learn what you need to to start your business off on the right foot.

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