T.J. likes to think of his firm as a caring, forward-looking, problem solving resource for legally and financially transitioning families, including today’s young family with small children, as well as individuals at or nearing retirement.
His practice is focused on guiding clients through the complicated and often confusing process of creating plans that balance family and asset protection, preserve wealth and reflect cherished family values. Through T.J.’s patience and his ability to truly listen to client concerns, he is able to translate his clients’ visions into plans that meet their desires and exceed their expectations, developing lifelong relationships with not only clients, but their families as well.
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What Most People Don’t Know About Durable Powers of Attorney
A durable power of attorney is a legal document that allows a trusted individual to make financial or health care decisions on your behalf if you become unable to handle your own affairs.
How to Know When to Update Your Estate Plan
Updating your estate plan regularly helps ensure that your assets are distributed as you intend, your beneficiaries are properly provided for, and your chosen decision-makers are still able and willing to serve.
Baby Boomers and Beyond: Working Far Past Retirement Age
Nearly half a million Americans over the age of 80 are still working. For some, the choice to keep working is about staying active and engaged. For others, it's necessary.