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Practice Areas

Workshop Estate Planning

David has served clients with simple and complex estates for over 20 years. While most of our clients choose concierge...
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Crunch Time Estate Planning

Whether it’s just a medical power of attorney before a routine procedure, drafting a quick will before boarding a plane...
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First Step Estate Planning

Each new milestone in life grows your living legacy and the one you’ll leave behind. Basic estate planning includes making...
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Concierge Estate Planning

In order to live peacefully in the present, it’s important to have a plan for the end. Drawing from years...
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Legacy Coaching (& The 4 Ys)

We believe attorneys should be considered Counselors at Law. The Rules of Professional Conduct encourage attorneys to address moral, economic,...
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Probate, Estate and Trust Administration

Probate is the process of determining whether a will is valid, and getting authorized to manage the affairs of a...
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