What We Do Best
Here's how we can Help
Serving estate planning clients throughout Texas and New York, and small business and tax-exempt organizations nationwide. If you don’t see what you’re looking for, schedule a consultation. If we can’t help, we’ll help you find someone who can.
Trusts, Wills & Estates →
Do you need help protecting yourself and your family from incapacity, probate, creditors and taxes?
Business Formation, Governance and Succession Planning →
Need help with forming or updating a business, passing it to the next generation, or FinCEN registration?
Tax-exempt Formation and Governance →
We have extensive experience setting up and advising tax-exempt organizations, including charities and private foundations
Probate & Trust Administration →
Do you need help with navigating probate or trust administration after the death of a friend or loved one?
Trust Funding →
Already have a trust, but it hasn't been properly funded? We can help.
Asset Protection and Special Needs Planning →
Are you trying to safeguard your assets from potential creditors or for someone with special needs?
We're here for the Whole Journey
Why Choose Us
We don’t just generate documents. We put in place customized plans and advise you to arrange your business or personal affairs in a way that reflects your intention and your values, and protects your legacy after you’re gone
01
Passion
Serving Clients is not just a job, it's our passion. It's what makes us excited to get up and go to work each morning.
02
Purpose
We're not just here to draft documents and make money. We want to make a difference in our clients' lives.
03
Legacy
Because whether we're helping you with your personal planning, your business, or your charity work, you're leaving behind more than just your assets. You're leaving your legacy,
Client Testimonials
What our Clients say
Ask Us Anything, Anytime.
Have questions? Want more information?
Begin your journey by reaching out to us today.