Who we serve
Every estate deserves a plan — however simple or complex.
Some families need a plan for a single home. Others need a plan for a business, a portfolio, and a next generation. We meet you where your estate actually is.
Simple, straightforward estates
Your only asset may be the home you've worked your entire life to buy.
Let's make sure it goes to the people you love, in the most efficient way possible — without probate, without delay, and without a court deciding for you. A simple estate doesn't need a complicated plan. It needs the right plan.
You're not alone in putting it off. 56% of U.S. adults still have no estate planning documents at all — no will, no trust, nothing — essentially unchanged from 55% the year before. Only 26% have a will, and just 14% have a trust. (Trust & Will, 2026 Estate Planning Report).
The reasons people give for waiting aren't really about money: "I haven't gotten around to it" (23%), "I don't know where to start" (17%), and "it feels uncomfortable to think about" (12%) are the most common answers. (Trust & Will, 2026 Estate Planning Report) We hear the same thing in our office every week. It's inertia and not knowing where to start — not cost — that leaves most families exposed.
- A living trust that keeps your home out of probate court
- A will, powers of attorney, and healthcare directives that work together
- Beneficiaries and titling checked against the documents, so nothing falls through
High-net-worth families & business owners
For a business owner, the plan is about more than who inherits what.
Complexity usually means more than one kind of asset — a business, real estate, significant investments, or a family whose members need to be treated fairly rather than identically. For a business owner, the question isn't only who inherits what. It's whether the business, and the employees who depend on it, survives the transition at all.
Even among wealthier private business owners who plan ahead, real gaps remain: 70% have an estate plan or written wealth transfer strategy, but only 23% have a formal, documented succession plan for key executives, and 30% still have no formal plan at all. (BBH Private Business Owner Survey).
Communication is its own gap. Only 38% of business-owning families are fully transparent with the next generation about the estate plan, and 21% haven't shared any details at all — one of the leading causes of disputes and failed transitions. (BBH Private Business Owner Survey).
An outdated or missing estate plan doesn't just delay an inheritance. For a business owner, it can freeze bank accounts, stall payroll and vendor payments, and force a fire-sale valuation while the estate sits in probate — on top of the ordinary family strain of losing an owner without a plan in place.
- Your business passed to the people you choose, without probate
- Strategies to minimize tax liability when selling or transferring the business
- A coordinated plan with your CPA and financial advisor
- A documented succession plan so the business — and the employees who depend on it — keeps running
Simple or complex, the work is the same: we listen first, then build a plan that says exactly what you want to happen.
Begin with a conversation.
A consultation to understand your family, answer your questions, and decide together what your plan should protect.