Schedule an Appointment
Family Legacy Private Seminar
A two hour private session with an attorney. We help you get your assets organized and then educate you on the law and how it applies to your current situation. If you don't need further services from us, we will tell you. Please select the link for the trust review if you already have estate planning documents. Our estate plans always include one of our popular programs: Child Safety Net System or Inner Circle -- at no additional cost.
Legal Services for Trustees and Executors
When the role of Trustee or Executor falls on you often times there is a whole family relying on you getting it right. Unfortunately, there are a lot of legal landmines when you are helping close out a loved ones estate and, if done improperly, the explosions can affect relationships for generations. The good news is that there is a lot of opportunity to maximize distributions with proper tax & legal strategy. We have created organized, fail safe systems for our clients so you know you are in full compliance with the law and the wishes of your deceased family.