Whether you need to plan for the first time and create a new Will or Trust, need to review and update an existing plan, or want to protect your property and loved ones from the risks of life and the enormous cost of long-term care in case of disability, our systems approach to the planning process has been refined over 30 years to meet your needs and provide a way to address every problem, every obstacle, and meet every objective you identify.

There is a big difference between having documents and having a plan. Our number one goal is help you design a PLAN that reflects your unique needs, goals and desires. Your PLAN will identify the legal documents will be required to accomplish what you have planned. 

Our Thorough Lifelong Complete (TLC© Planning System) is the result of decades of experience identifying and helping clients solve their most common objectives. The time-tested  TLC© Planning System reflects our firm’s Five Core Beliefs:

  1. A consistent, systematic approach to estate planning, focused on your needs and goals, works best (regardless of your net worth).
  2. You deserve a modern approach to estate planning, guided and delivered by an attorney has devoted his practice to the planning process, who listens first and offers you the benefit of more than a quarter-century of dedicated training and experience.
  3. You should expect your attorney to guide you to consider issues only an experienced estate planning attorney will recognize.
  4. You deserve a plan that protects you and your property for life, and then provides for who you want, when you want, how you want.
  5. Your future should unfold according to YOUR RULES, not the government’s rules.