Services
Exceptional Service & Peace of Mind
Estate Planning
You want to provide for your loved ones and preserve your voice. James will listen to your story and create a comprehensive plan that addresses your unique needs. Whether that involves drafting a will, creating a trust, preparing an advance directive, or leveraging tax laws, James will incorporate whatever legal tools necessary into your customized plan—all for a fair flat rate. Through responsive service and attention to detail, James will deliver a well-crafted plan that gives you peace of mind.
Tax Advice
When you are mapping out gifts and bequests, the actions you take can have profound estate tax and gift tax implications down the line. Tax planning can be more rewarding than just spotting deductions after the fact. Through a collaborative dialogue, James will help you achieve your goals while structuring your estate plan to maximize tax savings for you and your beneficiaries. For a fair rate, James will assess your unique needs, collaborate with you on tax-saving options, and equip you with the knowledge to be proactive in making tax-savvy decisions.
Estate Administration
During one of the most difficult times in your life you want an advocate who will put as much thought and care into addressing your legal needs as you do into taking care of your family. By taking the time and effort to get to know you and your family, James will develop custom-tailored legal solutions to meet your unique needs. Whether your loved one had a trust, a will, or neither, James will guide you through the entire process, from helping you figure out whether you need to or should go through probate to acting as counsel for the personal representative or trustee when appropriate… all for a fair rate.