Our firm concentrates on business succession and family wealth counseling, estate planning and probate, tax, and trust administration. Corporate and business law experience complements these areas of concentration. The firm's mission is to engage meaningfully with appreciative clients and other planning professionals in determining the best outcomes for wealth distribution and to do so in a timely manner with courtesy and caring.
The reference to "appreciative clients" underscores the mutuality of the professional relationship and the need for the firm to "check in" with its clients on a regular basis. The firm's culture emphasizes acting ethically in all matters; training and growing as legal professionals; treating all persons with the dignity and respect due to them as bearers of the imago Dei, and honoring a balance between work life and home life.