Protecting what you value most through personalized and detailed planning.

"Planning for what matters to you."

Get Your FREE copy of Wear Clean Underwear - A Guide to Legal Planning for Parents!


Attend this Month's Webinar on Kids Protection Planning!

February 13, 2018 @ 11:00 a.m. PT


Planning For Professionals

As a professional license holder, you have unique exposure to liability.  We help you plan for your business and family in a way to increase your wealth and limit your exposure.

General Counsel Services for Small Businesses

We help get your new business set up, your start-up off the ground, or your mature business up to par by providing guidance on the proper foundations needed to grow while limiting your liability.

Start, Grow or Sell A Business

Whether you’re looking to start a business, grow it, or sell it, we offer the resources you need to get it done.

Wills & Trusts

We customize wills and trusts to every client to ensure their children and assets are taken care of according to their respective wishes.

Planning for Parents

Whether you are happily married or divorced, we help plan for your children in the event of your death or incapacity.

Estate Planning for Businesses

We help you prepare your business for succession once you’re prepared to retire or in the case of death or incapacity.

Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)

If you’re middle aged or older, it’s likely that one of your most pressing concerns...

5 Tips for Securing and Protecting Your Clients’ Data

All businesses big and small are responsible for protecting the personal and corporate data of...

4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse...

From Billions to Bust: How the Stroh Family Fortune Was Lost

In 1988, Stroh’s Beer was one of America’s most impressive family fortunes, estimated by Forbes...

Pay For a Loved One’s Education With an Education Trust Fund

Today’s parents are all too familiar with the budget-busting cost of funding a child’s college...
8.8Katie Marie Charleston