Superior Estate Planning


What separates a mediocre or good estate plan from a great one? At our firm, we like to think that we go the extra mile for each and every client we see, no matter what the circumstance. Here are a few things that separate us from other estate planning firms:

  1. We understand that estate plans don’t work well in isolation. They must be connected to your financial plan, retirement plan, tax plan and long term care plan. We have put in place a network of professionals that understand how all of the pieces of this puzzle fit together, and can help you craft a well-rounded plan.
  2. We take more time than most attorneys do, to both meet with you to design the plan, and to walk you through how it works.
  3. We offer a 100% satisfaction guarantee. Therefore, you can rest assured that we will do whatever it takes to get your plan right.
  4. We’re members of WealthCounsel, the premier national organization for estate planning attorneys. Collectively, WealthCounsel attorneys are by far the most experienced estate planning attorneys in the country, and together, we all keep up on the latest trends, laws and planning techniques.
  5. We never write cookie-cutter plans or offer cookie-cutter solutions. A living trust isn’t for everyone. Some people may need a simple will. Others may need a retirement trust. We walk you through all appropriate options, and educate you so that you can decide what is best for you and your family.
  6. Nobody likes to see an attorney. We understand that, and aim to make sure that you and your family are completely comfortable in our office. We have lots of beverages, snacks and a warm environment to relax you.
  7. For estate planning cases, we never bill by the hour. We’ll quote you a reasonable flat fee at the end of our first meeting based on the plan we determine is right for you. You’ll never have to worry about calling us if you have a question, because the meter won’t be on.
  8. We make sure you keep your plan updated, and that you’re organized so when the time comes, your plan is ready to be utilized. Our goal is not just to write your plan, but to make sure it is able to be executed flawlessly.

Can we help you, your family, or friends with estate planning? Please call our firm to set up a complimentary, no obligation consultation today at (215) 706-0200.