top of page

Putting it all Together

Building a Comprehensive Plan

A high quality plan considers and provides for a variety of circumstances and strategies.  Our firm is uniquely equipped to provide just that.  We can assist with the development of an estate plan that is prepared with your specific needs and objectives in mind.  If you're a business owner, engineer, designer, or an entrepreneur, we can also provide turn-key business services that will support you and your endeavors from conception to succession.  Our objective is to ensure that your plan is uniquely crafted to reflect your individual goals, concerns, and circumstances and ensure that each piece of the puzzle is completed in a comprehensive and integrated way. 

Happy Couple

Estate Planning

  • Revocable Trusts
  • Wills
  • Probate
  • Charitable Giving
  • Retirement Benefits
  • Tax Planning
  • Green Estate Plan®
  • Entity Formation
  • Contract Review
  • Service Agreements
  • Shareholder Agreements
  • Family Business Planning
  • Succession Planning
Business Deal

Intellectual Property

  • Patents
  • Copyrights
  • Trademarks
  • Rights of Publicity
  • Trade Secrets
  • License Agreements
bottom of page