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We are dedicated to providing your family and your business with sound legal guidance and support. You need more than legal documents. You need solutions and strategic advice that works for your family and your business.
We offer a different type of legal service from a different type of lawyer.
While most people know the importance of having a well-rounded estate plan, it is typically considered useful only after they have passed. This is understandable because the traditional estate planning model was designed to serve those nearing the end of life. But there are many ways in which a comprehensive estate plan can have a positive impact during your life. Our Life and Legacy Plans focus on serving the needs of growing families and those in transition. We know that you are busy and don't want to be overwhelmed with legalities, but you want to ensure your family's security. We help you pass on your legacy, which encompasses more than just your financial assets, but also your values, insights, stories, and wisdom. Our Life and Legacy Planning is designed to support you.
You want to remain focused on growing your business and serving your customers, not getting mired in reacting to legal issues that are costing you valuable time and money. Your business deserves a trusted legal advisor and problem solver who proactively identifies missed opportunities, spots potential risks and creates plans to mitigate liability and leverage opportunities. Your lawyer needs to explain issues in plain English (and not in lawyer-speak) to help you avoid legal, insurance, financial and tax mistakes. We get it! Further, we have extensive franchise law experience for emerging/established franchisors and franchisees.
We partner with businesses as a trusted advisor to help business owners design, implement and maintain effective business plans that balance legal, insurance, tax and financial strategies that can be clearly understood and executed through our Outside Counsel Packages. We help entrepreneurs address legal needs such as:
Click below to learn more about our Outside Counsel Packages and Franchise Law Specialty.
Do you know that an estate plan already exists for you? Unless you design your own plan, the state you live in has a default plan that will determine how everything you own will be distributed - from your car to your home to bank and investment accounts.
From potential temporary or permanent foster care for your children to courtroom battles over who should raise your children, to estate/transfer taxes, frozen assets and blocked accounts for minors, no one would voluntarily choose the state plan for their loved ones. Don't let the state decide such critical decisions for you. You want to give what you want, how you want and to whom you want.
Let us help your family create a plan that protects your assets and loved ones exactly the way you want. Estate planning is not just for a certain group of people - it's for everyone! To learn more about some of the issues that an effective legal life plan should navigate, please click below.
As a mother of the two adorable daughters you see in this picture, I know how important it is to protect your family. We plan for your family as we do for our own.
Many parents have considered who they would designate as a long-term guardian for their children in the event of death. Some have even memorialized formal guardianship contingencies in estate planning documents. Others have thought about it but haven't documented it for a variety of reasons, including the parents are not in agreement or are paralyzed by fear and indecision. We have a 4-step guardian selection process to walk you through this critical decision and a Life and Legacy Interview that helps you capture the necessary guidance and instructions that you would want followed. These issues may include: religious/moral instruction and education guidance as well as your own specific priorities for your child's well-being such as whether you would want to emphasize athletics or art or altruistic endeavors.