THREE LEVELS OF PLANNING

We don’t take a “one size fits all” or “cookie cutter” approach, and instead offer three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family.

From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered.

PERSONALIZED SERVICE AND FEES

Depending on what you need, our fees range from around $2,000 for those not worried about keeping family out of court, up to $8,000+ for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the state department of unclaimed property or the court process.

If you are looking for the cheapest planning you can find, you may as well read up and do it yourself because you will get the same quality of planning online as you will with any lawyer who is charging fees less than what we offer here.

When we meet for your Peace of Mind Planning Session, we will review our three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.

WE HELP MAKE SURE YOUR PLAN STAYS CURRENT

Your plan needs to evolve with you as your life changes and as the law changes.

We have designed unique program to ensure your plan continues to work throughout your lifetime, that your assets are always owned in the right way and that you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees.

From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.

Click here to see how easy it is to get started.