How We Are Different

Our firm prepares you for life

We believe estate planning is more than creating a set of documents to take care of matters when something happens to you. It is an ever-evolving life plan that takes into account both present and far future. With understanding how your loved ones and businesses will be taken care of in a long term, you are able to make better decisions for them in the present.

What I discovered is that the legal industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80 year olds who were preparing for death. Business lawyers are for the most part simply incorporating businesses, but not truly and proactively advising them during the process of growth.

In order to reflect our client’s growth in life, we update our clients’ plans every 3 years without additional fee. We’ve also created unique membership programs to keep your plan up to date year in and year out as well as give you access for our expert legal guidance on ANY legal or financial matter.

We are like you

We speak different than most lawyers, we talk more like you than most of our colleagues.  That’s because we are you — first and foremost, we are entrepreneurs, business owners just like you who understand what it takes to start a business, grow a business, and turn that business into a venture that improves the world forever.

We understand you are busy, you are growing, you are planning for a life of prosperity and happiness.

We love traveling, and eating good food with a glass of wine when we are not working (and love talking about them).

So, feel free to talk to us anytime!

We are your team

We encourage communication with our clients, because it is essential for your plans to update when your life situation changes.

We have a streamlined process to serve you the best. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your personal lawyer, a call will be scheduled when you’re both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.

We’ve developed unique systems so that you can have an access to a personal family lawyer anytime you need just like Bill Gates, Warrant Buffet and Sam Walton did. You can always count on us to support you to build and maintain a life of your dreams.

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