General Info

“Purposeful Planning for the Multi-Millionaire Next Door®” Our firm focuses exclusively on estate planning and we do it in a way that to put it simply, is designed to take care of our clients’ families. We do this best through the Legacy Program we began offering in 2019. Our Legacy Program currently serves 120 client families on an ongoing basis. We prepare our clients’ plans and assets for their loved ones and prepare the loved ones for the assets. We do this by (1) reactively and proactively adjusting the client’s plan and assets over time to reflect changes in laws, assets and perspective and (2) facilitating communication and education about the plan and assets between our clients and their helpers and beneficiaries.