Creating Sound Family Legacies, For Life

WELCOME

Thank you for visiting, and congratulations on taking the first step to protect everything you own and everyone you love.  If you're here because you lost a loved one and are seeking guidance, our hearts are with you.  Please know we are here to help you navigate this inconceivable loss with as much ease as possible.

 

We do things differently than traditional law firms, so take a look around and get to know us better.  When you're ready, contact us so we can get to know you. 

 

If you have questions, contact us today to learn more.  If you are ready to get started with estate planning, your next step is to schedule a Family Wealth Planning Session.

We look forward to being of service.

WHO WE ARE

Our mission is to help families create sound legacies for generations.  We help families transfer their tangible and intangible wealth by designing plans to ensure loved ones stay out of court and conflict in the event of your incapacity or death. 

HOW WE WORK

We are different than other law firms, and that's important to you because we don't just create a set of expensive documents that end up collecting dust. We don't rely on transactions, we rely on relationships. Completing an estate plan with us is just the beginning of a life long relationship.

WHO WE SERVE

Each client is unique, but all of them want to leave the world a better place for their loved ones when they are gone. Our clients seek to be educated and empowered to make decisions about what happens to the things and people they love, as opposed to leaving those decisions up to New York State.

SERVICES

No matter what stage of life you are in, we provide comprehensive solutions to help you plan for a full life and leave a lasting legacy. While we provide legally sound estate planning documents including Wills, Trusts, and all that comes with it, we offer our clients so much more than just a stack of papers.

COST

No timeclocks. Instead, we've adopted clear, transparent flat-fees, agreed to before work starts, so there are never any surprise bills. In fact, those moving forward actually select their own fee, so you only pay for what you want or need. The only reason you will move forward planning with us if the cost of doing so is less than the cost of doing nothing.

MORE THAN MONEY

"Legacy" is what you leave behind when you are gone, and we believe it should be about more than just money.  That's why every plan we design involves passing on your intangible assets in addition to the tangible ones.  Things like your family values, history, intellectual teachings and memories are captured and passed on for generations.

Long Island Sound

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