Regardless of the type of legal services you need, chances are that we are going to need a great deal of information from you. Getting this information to us before your appointment helps to speed up the process and and allows us to make the best use of your time. Please select the appropriate intake form below, download it, and fill it in at your leisure. You will find submission instructions on the forms.

Please do not hesitate to contact us if you have any questions.

Caregiver Empowerment Guide

IRA Preservation Trust – New Opportunity in Asset Protection Planning


Estate Planning


Business Planning