Navigating the Future 

For Your Family and Business


I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you navigate the future of your family and business.

I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).

To find out more about how you can start on this important planning, you are invited to one of our upcoming events or start by requesting any of our free resources. We will send it right over to you along with details on how to schedule your one-on-one attorney meeting to begin protecting your most precious assets as soon as possible.

Or schedule your FREE 15-minute consultation and speak with us personally about your family. If you are ready to jump right in and get going, you can schedule right online by clicking here. You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.


That is totally fine. It is normal to feel a little uneasy about estate planning or business planning. Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.

Taylor Haley
Happy Clients

Words cannot express my thankfulness for you! This process, well the idea of it, was something that terrified me. And I really had no clue what to expect going in. You made it all so clear and really put me at ease. When we left that initial meeting, I knew without a shadow of a doubt that my family would be 100% taken care of and that you would do everything you could to help keep it as smooth as possible! I pray we never have to implement the Kids Protection Plan, but if we do, I am so very thankful for you! Thank you for helping families like ours.

Let Our Landmarks Guide You


Your loved ones and your business are your top priority, and you want to do whatever is necessary to care for them.   MORE »


Families and small business owners do not fare well in court and conflict, no matter who "wins."  MORE »

Landmark #3  MAKE A PLAN

You need to get organized and make and carry out a plan, but you have no idea how to get started. MORE »


Educating you about possible outcomes and your options and understanding what means the most to you and making your planning reflect that. MORE »

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Have Kids At Home?

Then You Need To Name Legal Guardians. Do It Here For Free.

If you have children, you likely worry about what would happen to them if something happens to you.

At the very least, you want to name legal guardians to care for them for the long-term. And it needs to be done legally.

So we have created a website to make it easy for you. You can ​name guardians for your kids for free. 

Once you name guardians for your kids, you will rest easy at night knowing for sure… What would happen to your kids if something were to happen to you?

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Office Hours

Monday         8:30AM-5:00PM

Tuesday         8:30AM-5:00PM

Wednesday  8:30AM-5:00PM

Thursday       8:30AM-5:00PM

Friday             8:30AM-5:00PM

Saturday        closed

Sunday           closed


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