We are here to provide you and your loved ones with comprehensive, mindful and compassionate estate planning and trust administration services that reflect your goals and values. We understand how important it is to protect those you love and it is our priority to do so in the best possible way. You will find that we are not like other law firms. At most estate planning law firms, the relationship ends when you sign your documents.
We see the signing of your estate planning documents as the beginning of a life time relationship with you and your family. Where other estate planning attorneys end, we are just getting started! Susan and I have relied on Ms. Mason for the past decade to advise us on how to best preserve and pass on what we've worked for over the past 40 years. With her advice and counsel, we feel that our modest estate can be successfully managed in our later years and then passed on to our children.
We trust her with our future.
We see the signing of your estate planning documents as the beginning of a life time relationship with you and your family. Where other estate planning attorneys end, we are just getting started! Susan and I have relied on Ms. Mason for the past decade to advise us on how to best preserve and pass on what we've worked for over the past 40 years. With her advice and counsel, we feel that our modest estate can be successfully managed in our later years and then passed on to our children.
We trust her with our future.
Services
At most estate planning law firms, the relationship ends when you sign your documents.
Our office sees the signing of your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.
If your plan is not properly updated over time, your documents become worthless.
Our office sees the signing of your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.
If your plan is not properly updated over time, your documents become worthless.
When a loved one has passed away, we are here to help guide the executors/trustees through the process of settling the estate.
We understand that this is a time of grieving and loss and are here to provide compassionate, caring and thorough advice and assistance.
Losing a loved one is difficult enough without the added stress of making important financial decisions that can dramatically impact your family for years to come.
If you have been asked to oversee the administration of an estate and its trusts, you should know what is involved before agreeing to do so.
We understand that this is a time of grieving and loss and are here to provide compassionate, caring and thorough advice and assistance.
Losing a loved one is difficult enough without the added stress of making important financial decisions that can dramatically impact your family for years to come.
If you have been asked to oversee the administration of an estate and its trusts, you should know what is involved before agreeing to do so.
Whereas litigation pits one member of your family against another, mediation brings the members of your family together in a supportive space so everyone can talk in an honest way.
The mediator ensures a safe environment and facilitates the flow of conversation.
After both parties have a chance to share their side of the story while the other side listens, the mediator encourages the parties to identify their underlying needs and interests.
Once needs have been heard, the mediator supports the parties to generate win-win solutions that take into account both parties' needs.
The mediator ensures a safe environment and facilitates the flow of conversation.
After both parties have a chance to share their side of the story while the other side listens, the mediator encourages the parties to identify their underlying needs and interests.
Once needs have been heard, the mediator supports the parties to generate win-win solutions that take into account both parties' needs.
We will normally offer a complimentary one-half hour consultation for potential new clients who were referred by an existing client or colleague.
The purpose of this time period is to get to know each other, understand what your needs are and discuss what costs may be involved.
This complementary period is not intended to provide free legal advice, however.
If everyone decides to move forward, we will have set aside an additional 1.5 hours to make that possible.
During your initial consultation we will evaluate and recommend the most suitable estate planning techniques for your particular situation.
The purpose of this time period is to get to know each other, understand what your needs are and discuss what costs may be involved.
This complementary period is not intended to provide free legal advice, however.
If everyone decides to move forward, we will have set aside an additional 1.5 hours to make that possible.
During your initial consultation we will evaluate and recommend the most suitable estate planning techniques for your particular situation.
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