About Us Everyone needs an estate plan regardless of their age and assets. An estate plan protects you as well as your family and most often includes some form of asset protection and/or transfer. Without an estate plan, state probate laws dictate the distribution of your assets and don't take your and your family's unique situation into account. Estate planning is not simply submitting a set of documents. It's an art and a science that requires specialized counsel. It's important to understand how your assets work together and how to best protect and transfer those assets to your loved ones. A good estate plan can transfer assets, but a great estate plan will pass-on your values and leave a lasting legacy. We use plain language, professional guidance and caring counsel to assist clients in protecting their families, both financially and emotionally, since we never know what the future will bring. Prior planning saves money and preserves families.