It's Personal to You, So It's Personal to Us

You've worked hard for what you have.  Make sure it passes to your loved ones according to your wishes, and avoid paying needless taxes and probate fees.  

We guide you through the difficult decisions that need to be made and creates estate planning tailored to the unique set of circumstances that comprise your life, your family, and your specific needs.

Properly drafted estate planning ensures you have:
  • Planned ahead for your incapacity;
  • Provided for your spouse and children;
  • Minimized your estimated estate tax and probate fees;
  • Protected beneficiaries from other people, creditors, agencies and tax impacts;
  • And much more...

Client Testimonials

"Lisa answered all my questions regarding legal matters. She is very knowledgeable and demonstrated a genuine concern for my legal needs...I would definitely use her services for future legal matters."  ~ N.B.

"I received my documents and the beautiful leather-bound file.  It's so beautiful and I thank you so much for helping us. I don't know how many times I can say it - Thank you, thank you, thank you!!" ~ S.L.

"So nice to have real trust and genuine affection built in to the relationship with the person who would guide and counsel my mom through such an important and personal process."  ~ K.L.

From Our Blog

Typical Estate Planning Documents This blog briefly explains each type of estate planning instrument, so you can decide which you need to meet your lifetime planning needs.
The Revocable Transfer on Death Deed  This blog reviews the requirements for a new type of deed that allows you to transfer real property outside of probate.