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Latest News

Mandatory IRA Withdrawals May Create Unforeseen Problems for Retirees

2016 is a big year for individual retirement accounts (IRA). Why? Because the first wave of U.S. baby boomers are turning 70 this year. That means they can begin taking mandatory withdrawals from their IRAs. Laura Sanders wrote a fantastic … Continue reading

Estate Planning Explained in Plain English

Most legal documents are never explained to clients clearly.  Therefore, most people don’t know what their legal documents say and have no idea how any of them will be implemented. Our plans are written in plain English and our attorneys take the time to make sure you understand how your plan works.  Don’t worry about hourly billing because we don’t believe in it. You will never get nickeled and dimed and we don’t charge for phone calls.  Our flat fee pricing structure means you will not be charged until you agree to it. 

Ongoing Maintenance and Education

We are one of the few firms in the United States with a formal ongoing maintenance and education program for our clients. Our goal is to keep your plan up to date by routinely integrating changes in your life, changes in the law, and changes in planning techniques. The public wants this, but attorneys have not been able to provide this type of seamless communication with their clients at an affordable cost.  We have developed tools and systems to reduce costs for both the client and the law firm.  If you would like to learn more, you may sign up for one of our upcoming estate planning client orientation meetings.

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