We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, real property, Elder issues, Medicaid questions and designs, and much more. EP absolutely includes wills, trusts, power of attorneys, probates, settlement of trusts, and all related issues with traditional estate planning.
What is not traditional is Planning With Purpose's approach to EP. We are a relationally based firm that develops strategic plans for clients. We have an uncommon approach to developing relationships with our clients and are absolutely not a document production firm. I take great responsibility in mentorship and relationship of associates as well. You can expect to learn more than what you believed estate planning is about with an opportunity to grow with the firm.
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