Who We Are

 

Who We Are 

Our Firm Grows With You for Life

 

My firm is different because we meet you where you are.  I understand the busy lives of parents, because I am one! We are busy planning for a life of happiness and we value anything that can make our lives more efficient or convenient.  We are busy raising children and caring for elderly parents while working and saving for our children and our own retirement.  That’s why our firm meets you when and where is best for YOU.  We use video teleconferencing and electronic documents to make our process fit into your very busy schedules. And if you want to come into the office and meet in person, I am happy to accommodate that as well.

 

You want to take care of your family. You want to feel confident that you have made the right decisions and put the right documents in place to take care of them and yourself in your golden years. You want to make sure that your children are raised by the people you choose according to your wishes and that your adult children are taken care of and able to care for you.  

 

This is my goal as well. 

 

How We Charge - Flat Fees

 

We don’t charge by time, we charge by outcome. 

 

Unlike the traditional lawyer, I don’t bill you for every minute. I charge flat fees based on the package you choose. I want you to feel comfortable talking with me and asking as many questions as you need to understand this process and know that the decisions  you are making are the best ones for your family and your legacy.  

 

Everyone needs a lawyer at some point in their lives. I want to be that lawyer for you. 

 

We Help You Transfer Your Wealth

 

Your wealth is made up of much more than your financial assets. Your experiences, intellect, and personality are what make you special and is the greatest inheritance you can pass on to your loved ones.  

 

How long have you held on to that voicemail from a loved one that has passed? Or a small heirloom that was theirs? These may not have a significant dollar amount, but they are priceless in value to you.  We not only help you pass on your financial assets but also your stories, values, and your experiences. This is your true wealth and we ensure it is passed on to your loved ones.