Protecting what you value most through personalized and detailed planning.

Planning for your life now, and theirs later.
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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.

Weathering the Storm: How Families Can Plan for Natural Disasters

Planning for natural disasters is more than just stocking up on canned food and water....

Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure that the money you are...

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case

DIY wills are becoming more prevalent as legal services can now be accessed easily online....

Could an Out of Date Will Leave You Facing Eviction?

It’s all too common, but unfortunately the way some lawyers handle their clients’ estate plans...

What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?

When you come into a cash surplus from a company bonus, a tax refund, an...
8.8Katie Marie Charleston