Through our PersonalCounsel program, we help you make the best legal decisions for you and your family.
We start by helping you prepare a Strategic Legal Plan, which ensures that you are fully protected in all legal, tax and financial aspects of your life. This includes:
- Ensuring that your personal legal decisions are honored, even if something happens to you;
- Keeping the government out of your personal business;
- Reducing income, capital gains, gift and estate taxes;
- Ensuring that your property passes to your intended heirs without the interference of the probate court;
- Protecting your assets from frivolous lawsuits; and
- Creating a lasting legacy you can be proud of.
In addition to the above, we understand that your goals and concerns change over the course of your lifetime. Your Strategic Legal Plan will change depending on whether you are a young parent, an empty-nester, or a retired senior. Your plan will also change depending on whether you own a business, the size of your estate and the makeup of your family.
At the core of our PersonalCounsel program is a strong commitment to education. We provide our clients with plain language information, tools and advice they need in order to make the best legal decisions and understand the decisions they've made.
In addition to our strategic planning services, we also assist our clients with the legal issues that arise upon the death of a loved one - whether it is probate, trust administration, or an inheritance dispute.