The Lifetime Asset Protection Plan

Our law practice is right for you if you want the peace of mind of knowing that a trusted advisor is going to be there for you and your family for a plan that is so much more than a set of documents that you sign and never look at again (and prepared by an attorney that you never hear from again). We know that an estate plan is something that affects every area of your life – you, your assets, your loved ones – and that all of these things will change between the time when you sign your planning documents and the time of your death. And, of course, we know the law will change many times.

We work with you to design a comprehensive plan that protects assets and makes things as easy as possible for your loved ones if something happens to you. We keep you regularly informed about issues that affect your life and your plan and review your plan with you regularly throughout your life to ensure that it continues to meet your needs so that you have the total assurance and comfort of knowing that the people you love the most have a trusted place to turn to for guidance and care at the time of your incapacity or death.

How We Are Different

1. All of our fees are flat fees; we don’t bill for our time hourly…so there won’t be any surprises

2.We integrate your Estate Planning with your Asset Protection Planning and oversee your total financial plan

3.Keeping you informed is critical to us; we constantly educate ourselves about the newest and best techniques to protect you and your family and we communicate with you regularly to let you know what we learn

4.We make sure your plan keeps up with you; throughout your life your assets change, your family changes, you change and the law definitely changes; we review your plan at least every three years and are developing annual membership programs for clients desiring even more service

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