FAQs
- What types of customers have you worked with?
We draft wills and trusts and represent relevant parties to probate administration. We also represent business owners in basic family wealth planning and preservation. Complex planning includes tax planning and asset protection. We offer a holistic approach to meeting your needs efficiently and effectively.
- What advice would you give a customer looking to hire a provider in your area of work?
When engaging in estate planning, make sure that you retain someone who cares about your long-term needs and not just signing paperwork. We want to develop long-term relationships with our clients, and work with other professionals to ensure transparency and efficiency in meeting most of your financial and estate planning needs.