An attorney who listens to your goals, and helps you create an
easy-to-understand plan to achieve them.
No matter what stage you are in life, is your legal foundation prepared to safe guard what is most important to you?
If you look into your own future, what do you want waiting for you?
I worked for a major bank prior to law school. One of my clients lost her husband. She visited me in the bank to go over her accounts and said, "At least I don't have to go through probate because of our trust." I looked at her accounts, none of them in the name of any trust. They paid over $3,000 for a binder of paper that meant nothing. That was the day I decided to make a difference by focusing on people rather than forms.
I understand estate planning and asset protection - including Roll-Over Business Startups
(R.O.B.S.) and Self-Directed IRAs. It's all I do. I put my background in banking and securities to work for you. We'll include your CPA, insurance agent, and broker when appropriate. Everything working for your favor, in the direction you want your life to go.