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Legacy Estate and Planning Solutions


Legacy planning

Our customized solutions are about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets – who you are and what’s important to you.

Asset protection

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

Fixed fees agreed to in advance

All of our fees are set and agreed to in advance, so there are no surprises. At our initial meeting, you will choose the level of planning and fee that works best for your family, so there will never be any surprises.

Keep you informed

We keep you informed and make sure your plan works. We make sure you own your assets in the right way, we make sure you properly plan for your kids’ well-being, we ensure everyone you’ve named in your plan knows what to do if anything happens to you.

We keep informed

We review your plan at least every three years and foster a lifetime, ongoing relationship with our clients. When planning with us, your plan will keep up with life’s changes.

Personalized service

We believe in customized solutions for each client. Our approach is educational and proactive. We educate you based on the specifics of your family situation, your assets, and your individual needs, desires, and values. Then guide you to tell us what you want most, so we can create your plan – one that aligns with your objectives for your family and your assets.

Our clients

We represent families throughout varying stages of life:

  • traditional two-parent families or single parents wishing to provide for and protect their children and themselves;
  • blended families negotiating the challenges of creating new relationships with varying expectations;
  • non-traditional families hoping to provide for their partner and protect their assets;
  • families with special needs looking to ensure that their children with special needs will be taken care of and their ability to continue to receive government assistance;
  • animal lovers who want to ensure their pets are taken care of in the event of illness or death;
  • middle-income families protecting their hard-earned assets in the event of hardship, illness, and death;
  • high net worth families seeking strategies for minimizing estate and income taxes;
  • adult children seeking assistance and advice in caring for their elderly parents;
  • estate executors and beneficiaries navigating the court process of probate administration; and
  • family members or trustees carrying out the legacy left behind through a trust administration.