A Family Legacy

We believe that each of us has been entrusted with special gifts and talents. Over the course of our lives we acquire an abundance of wisdom that needs to be shared and preserved. In a sense, we are obligated to stand up and share our history, our stories, our values, and our wishes and pass them on to future generations. We help the families we serve get past the barriers and take active steps to protect and pass on their legacies. Why? Because we believe that this can have a profound impact on many lives, even beyond your immediate family, and in ways that we may not have even thought possible.

Children

Making Sure They Are Raised by Who You Want, In the Way You Want We are specially equipped to meet the unique planning needs of families with minor children, to make sure their kids are cared for by people you want and in the way you want. Unlike traditional estate planning, which focuses on the needs of “older” people, we are attuned to the concerns of parents.

• We can counsel on issues such as choosing a guardian, how to best provide for long-term expenses, and those related to blended families.
• We also offer Child Protection Planning, which combines legal documentation with practical solutions to provide for the maximum protection of minor children.

After Life

When Your Planning is Tested When a loved one passes away, it is comforting to know that your family is in the hands of a trusted advisor. Whether you need help with a Trust Administration or a Probate, we will provide the care and legal guidance your family needs to get through this difficult time After the death of a loved one, it is hard to know where to start. Emotions are running high and it is difficult to think clearly. Every family faces its own unique challenges. More than ever, you need a lawyer that you are not only comfortable with, but one who will come alongside you with compassion and sensitivity. Legally, there are many things that must be done. We hold a preliminary meeting to gather all of the pertinent information and explain the process. Through our conversations we come to understand your family dynamics, your needs, and wishes. Based on what we learn in these conversations, we outline our recommendations, including all fees, deadlines, and responsibilities. We work with your family and the other advisors to transfer assets as quickly as possible, resolve outstanding issues, and ensure that all legal requirements are satisfied within the legal deadlines. You can rely on a calm and experienced advisor who will ease the stress and confusion and navigate the legal requirements with you. We also realize that grieving families are not at their best. The heightened emotions and stress during this time often threatens to pull them apart. Recognizing this, we work to help keep families together when they need each other the most.