Founded in 1989, we are a pioneering firm focused exclusively on the areas of estate planning law (handling our financial assets) and Wealth Reception Planning? (which addresses the non-financial element of our wealth). Together, these twin pursuits result in intentional consideration of our "True Wealth."
Dedicated to "Changing the Way America Plans (for the better!)" we developed and pursue a Three Step Strategy? to create estate plans that work for our clients and their loved ones. Through our LifeSpan Legal Service Program? we provide (1) extensive and personalized education and counselling, (2) formal continuing maintenance and education services and (3) fixed fee settlement services that ensure efficiency in the transfer of your assets and effectiveness in the transfer of your accumulated lifetime of wisdom to your beneficiaries.
Our motto is "An Unreasonable Commitment to CoCreating Estate Plans That Work."
Our creed is "Plans That Work. People Who Care."