We are a law firm that counsels business owners, families and individuals on how to reduce expense, risk and complexity through proactive planning. Our clients realize that the cost of doing nothing far outweighs the price of planning ahead. By planning for tomorrow, we position you for greater security, comfort and success today. Our objective is to enhance your peace of mind.

Our business is planning

Our focus is business succession planning, estate planning and tax planning.  Each of these areas of law are interrelated. Everyone should have a good estate plan because there is no escaping the day when you pass away and your loved ones find out just how good your estate plan is. Many estate plans require intricate planning for business interests and real estate holdings. By concentrating on these areas, we provide our clients with well coordinated plans. Business and estate planning are ongoing processes that must evolve as your business develops and your family grows. The process requires a continuing connection with a legal advisor who knows your situation, understands your goals and is committed to helping you succeed.  Business and estate planning also require someone who will work with your other advisers to assure that all aspects of your plan are properly coordinated.  We take pride in our ability to collaborate with your existing advisers to ensure you have the best possible business succession and estate plan.

Our philosophy

Good planning requires mutual understanding and mutual education. First, we listen, and you teach us about your family or business, and the goals you want to accomplish.  Then we advise you on relevant strategies and options and the advantages and disadvantages of each.  Together, we can design an effective plan that works for you.  Our role is not to tell you what to do, but to equip you with the knowledge and understanding that you need to make an informed decision about how to plan for your unique circumstances.


We are a fee-based firm.  We do not charge by the hour.  We keep our overhead low so that we can keep our fees reasonable.  We meet with you, learn your situation and your goals, and offer recommendations.  Each recommendation has a fixed cost for implementing.  You decide which recommendations, if any, you would like us to implement for you.