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Our Process

To meet these goals, we:
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Listen

With respect, to our clients’ concerns regarding their businesses, family and charitable goals.

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Update

Our knowledge and skills since laws are routinely changed by regulators, legislatures and courts, which interpret what regulators and legislatures turn into law. Staying current is both a passion and a responsibility for our attorneys.

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Advise

Our clients as to the options available to them when faced with a legal challenge or goal.

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Develop

A plan with each client that is geared toward achieving the client’s goals. The best way to do this is to strategize along with your other professional advisors.

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Implement

Chosen strategies after listening, applying relevant laws, advising you and developing your plan.

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Review

Plans already in process to account for changes in the law or changes in the client’s goals.