We're excited to announce that we have been accepted into the prestigious American Academy of Estate Planning Attorneys!
The Academy is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services. The Academy expects members to have at least 36 hours of legal education each year specifically in estate, tax, probate and/or elder law subjects. To ensure this goal is met, the Academy provides over 40 hours of continuing legal education each year. The Academy has also been recognized as a consumer legal source by Money Magazine and Suze Orman in her book, 9 Steps to Financial Freedom. Yet there is more to the Academy and our firm other than premier professionalism and knowledge of the field.
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.
We provide comprehensive, tailored estate planning services to meet all of our clients’ needs.
We are committed to providing our clients with the highest quality estate planning services., regardless of their background and preferences. The first priority for our Firm, through utmost compassion and attentiveness, is to move you from client to family.
If you’re interested in finding out more about our firm or estate planning, trusts, wills, and legacy planning are we invite you to attend our free, no-obligation, webinar.