1. Listen to you.
What are your needs and goals? What is most important to you? Saving money, making sure your spouse has financial security, or leaving an inheritance for your loved ones? We start by identifying your priorities.
If your needs change, call. If you have questions or concerns, call. We make every effort to have someone available, or to return calls within one complete business day.
2. Focus on solutions for your needs.
Once we know your priorities and objectives, we set about finding a solution that will suit you best.
3. Put it in writing.
Our rates are reflected in a firm, written fee agreement that you can count on. We spell out our solutions for you (depending on the type of case) in a: written asset protection plan, detailed estate plan, or estate administration plan of action.
4. Adhere to the highest ethical standards.
We faithfully follow, and even exceed, our profession’s Rules of Professional Conduct. Among its many principles are:
Honesty – toward our clients, the courts, government agents, and all with whom we have contact. Zealous advocacy of our clients’ interests. Diligence in meeting your needs.
No attorney can guarantee specific results, and our Rules of Professional Conduct bar us from making such claims. But we pledge to follow these four standards. If you are ever not fully satisfied, let us know and we will work to make it right.