The typical estate planning consultation begins with an attorney sitting down with a potential client, yellow legal pad in hand. This is what we refer to as the blank slate approach. This approach runs the risk of leaving out critical information that can cause mistakes in the planning.
Rather than beginning with a blank slate, we believe in utilizing a well-developed process that we have honed and refined over our thirty plus years of combined experience to help you make decisions about what type of planning is appropriate for your situation and your family. We further believe that a collaborative approach brings the best results for our clients. We work closely with our clients, their family members, their financial advisors and their accountants to create plans that will address the client’s unique and specific estate planning and elder law needs both now and in the future.
A Team Based Approach
Every client has a different situation and creating the right plan requires the collaboration of all of a client’s advisors. Because the legal landscape is constantly changing, we build each plan with as much flexibility as we can. In this way, we ensure that the plan will address our client’s needs now and can adapt to changing circumstances as they arise. We also want to serve clients who want a lasting relationship with their legal advisors. Unlike most estate planning attorneys who view the estate plan as a one time transaction, we meet with clients regularly to review their plans and make sure that the plan we created years ago adequately meets their current needs. Click below to learn more about our process in each of our specific practice areas.