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What We Do

Confluence of Choices 
Planning for Transitions

Estates, Wills Trusts and Durable Powers of Attorney

At the confluence of acknowledging your immortality and meeting the right lawyer, you will finally put your estate plan on paper. This will be some combination of a will, a trust and durable powers of attorney. We are there to listen, listen, listen. Then we will ask questions and listen some more.  Through this process, we will help you craft the right plan for your needs at the moment. Then, as life happens (and it will) we will help you know when changes are needed and adapt the plan to meet the changing needs of your family.

Business Exit and Succession Planning

Eventually, entrepreneurs realize it’s time to plan for retirement. The first step is to identify where you are. Once that’s established, we will help you create and execute the appropriate strategy for stepping aside of day-to-day responsibilities. If you have key employees or family members to succeed you in owning and operating your business, we will work with you to transition control and ownership to meet your financial and business goals. 

If you don’t have successors identified, we will help you put together the right team to plan and implement a business sale strategy uniquely tailored to meet your goals. This must be done in consideration of family, ownership and management dynamics while not losing sight of the imperative of continued profitability.  

What We Do

"A good plan today is better than a perfect plan tomorrow."

-George S. Patton