A Plan for all Seasons

Our Philosophy

A Plan for Every Season

Planning for every season means having the right plan for whatever the conditions are.  As we experience the seasons of life, our needs change.  The young family might not have many assets except the greatest asset of all- children.  And then that family, now established, might have a monetary estate to protect from lawsuits and creditors.  Still later, the parents entering their golden years, must consider their greater care and elder needs.  Lastly the parents pass, leaving the next generation to inherit their life lessons and values

As the seasons change, so to must your estate plan.   You wouldn’t wear your winter jacket during a summer day would you?  You shouldn’t expect the estate plan you made in your 20’s to cover you in your 70’s.  Our firm uses cutting edge planning tools to customize your estate plan to suit your unique needs at whatever stage of life you’re in.  From our exclusive Children’s Protection Plans, to our Personal Asset TrustsTM, Living Trust PlusTM, and recorded Legacy Conversations we have you covered.  You can expect success because we regularly follow up to make updates.  no other law firm offers this spectrum of services nor do any have the review process that we utilize.

We make plans that work.

A plan for every season means being prepared for whatever the weather may be.