As we close the books on 2022…

We want to share a heartfelt thank you to our clients as 2022 draws to a close. This year has been one of growth as the firm celebrates its 10th year in business. The success of the firm is directly related to the relationships we have developed with our clients – both new and long-term.

We were fortunate to build our team to increase our capacity, adding Kimberly as our receptionist and Jelena as our law clerk.

2022 was filled with many wins and some challenges. Together, we were able to overcome the challenges and grow stronger as a team to better serve our clients. In 2022, we assisted over 100 new clients with their estate planning, helping to ensure a smoother transition of wealth to the next generation. We also assisted more than 30 families through the difficult time of the loss of a loved one. And we had some significant successes helping clients secure guardianships over their loved ones.

We look forward to new opportunities, developing our existing relationships, and further growing our team in 2023. Have a safe & Happy New Year!