Start Now

Attend an Event

<< Dec 2016 >>
SMTWTFS
27 28 29 30 1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31

Latest News

New Administration May Mean Major Estate Tax Changes

The estate tax (also known as the “death tax”) may be on the proverbial chopping block with President-elect Donald Trump ascending to Commander-in-Chief, along with a Republican-controlled Congress. Most, if not all, Republicans oppose the estate tax. President-elect Trump’s tax … 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.

prospective

advisors

beneficiaries and helpers