About Us

We are an estate and business planning law firm. The most unique aspect of our firm is that we offer an ongoing Maintenance and Education Program for our clients. Our goal is to create plans that work. We focus on counselling clients and their families to create plans with their goals in mind. We then work closely with clients, their families and their advisors to make the plan work. A plan that works means the clients and their family actually understand HOW their plan works and know what to do when their is a disability or death. A plan that works means the family should be supported by a reliable legal team that will help them when they need it most (i.e. when there is a disability or death in the family).

Specialties:Estate Planning, Revocable Living Trusts, Trust Funding, Integrating Qualified Plans with Revocable Living Trusts, Three Step Strategy(TM) Estate Planning Model, Disability Planning, Business Succession Planning, Business Planning, Legacy Planning

Business size

1-10 employees

Keywords

Commercial presence