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Specialties
You may be a parent in a young family who wants to ensure your children are taken care of in the event the unthinkable occurs. Or you may be a retiring or retried professional or business owner who wants to get your affairs in order. As a parent of a teen-aged boy and business owner, I understand your concerns. I am here to help.
I am committed to helping you plan for the future and leave a lasting legacy. I use wills, trusts and other documents to provide family security, plan for disability, transfer your wealth to your loved ones, and minimize costs and taxes. I create and draft plans ranging from basic to sophisticated tax-planned plans. I charge a flat fee for these services.
I also guide my clients through the legal process. The legal system can be a mystery and full of pitfalls. I use my knowledge of the law and advocacy skills to get the best possible outcome for your estate or trust administration or litigation. I usually charge hourly for these services.
Last, I enjoy getting to know my clients personally. I want our relationship to be more than transactional. My hope is to become your family’s trusted advisor for life.
History
Established in 2013.
A solo-practice dedicated to trust and estate law.
Meet the Business Owner
Elwood B.
Business Owner
I have a strong interest in helping individuals, families and business owners plan for the future particularly through estate planning.