Our Services
Your Goals, Our Blueprint: Comprehensive Wealth Preservation & Legacy Planning
Our practice area
We Offer Your Justice Need
Explore our specialized services below to see how we can help you build a secure future.
Estate Planning
Go beyond a simple will. We craft comprehensive estate plans that ensure your healthcare and financial decisions are honored and your assets transfer smoothly to your loved ones, without the cost, delay, or public exposure of probate.
Asset Protection Planning
Proactively protect your most valuable assets—like your home and savings, from potential creditors and the high costs of long-term care. We implement powerful, forward-looking strategies to preserve your wealth for your family’s future.
Tax-Efficient Wealth Transfer
Minimize the impact of estate and gift taxes to ensure your wealth benefits your heirs, not the government. We design sophisticated gifting and trust strategies to efficiently transfer assets across multiple generations.
Business Succession Planning
Whether you plan to transfer your business to the next generation or sell to a partner, we create seamless exit strategies that protect the company’s value and your financial security.
Taxation & Financial Planning Integration
Leverage our unique dual perspective as attorneys and Certified Financial Planners™. We ensure your legal structures and your financial plan work in perfect harmony for tax efficiency and long-term growth.
Who We Help
We Provide Tailored Solutions for Diverse Clients
Families
Protect your children’s future with comprehensive guardianship and inheritance planning.
Professionals
Asset protection solutions tailored to your specific professional risks.
Retirees
Strategies to preserve your nest egg while ensuring your wishes are honored.
Seniors
Plan for long-term care needs while preserving your assets for future generations.
High Net Worth Individuals
Sophisticated strategies to minimize estate taxes and maximize wealth transfer.
Business Owners
Ensure business continuity and tax-efficient transitions for your life’s work.
Will vs. Trust: A Simple Comparison Guide
Download our comparison guide to find out more about Will vs. Trust.
Join Free Webinar
Is Your Family’s Future Left to Chance?
Stop leaving your family’s future to the courts. Learn the smart, simple strategies to secure what you’ve built. Most estate plans have critical gaps that leave families vulnerable.
Hosted by Estate Planning Attorney
Michele Hozier
Saturday Jan 24, 2026 @ 10 AM
In our free workshop, we reveal the 5 most common mistakes and how you can avoid them.
Attendance limited to 25. Reserve your seat now!