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... Read More
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... Read More
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... Read More
Concierge Estate Planning
In order to live peacefully in the present, it’s important to have a plan for the end. Drawing from years... Read More
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,... Read More
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... Read More