How We Are Different

• We aren’t a general practice attorney. We focus our practice in the areas of estate planning and business transactions.

• We invest in current technology to make things easier for our clients – like shared calendars, online portals and shared file boxes, email and text reminders, and electronic invoicing.

• We care about you after you sign your estate plan. Many attorneys watch you sign and that concludes your relationship with them. We want your trust to work for you when you need it so we partner with you to keep your documents up-to-date for changes in your family, changes in the law and changes in your assets.

• Todd is a CPA with a Master’s and LL.M. in Taxation. We make sure your estate plan is designed to minimize and hopefully eliminate any estate taxes at the death of you and your spouse. 

• Our team has been together for years and our processes, procedures and methods of keeping you informed throughout the process help to ensure you have a good experience when designing and implementing your estate plan.

• Every family is different and so are your documents. We don’t use boilerplate documents or templates when preparing your estate plan. We build your estate plan using required tax and estate plan language based on law, then customize each and every plan.

• We care if you are happy with us. If you aren’t, we want to know how we can make things better.

• We can’t do everything, but we have great partners who can. With a large network of contacts in financial planning, accounting, tax, insurance, banking and other legal practices, we know how to connect you with the right people to help you with issues that may arise.