A New & Simple Approach to Estate & Business Planning
Wills | Trusts | Business Succession | Small Business General Counsel Serving Clients Both In-Person and Virtually
Welcome!
Our Florida-based estate & business planning team guides you to do the right thing by the people you love now, and will be there for you and for them when you cannot be. Whether you have a lot of money or a little, keeping you out of court and out of conflict is our job. We make estate & business planning easy and effective, and we keep it as affordable as possible.
Most importantly, through our life and legacy planning model and our business strategy planning model, we empower you to make informed decisions about your life and your business focusing on what matters most to you:
Your values. Your priorities. Your relationships. Your life. Your Legacy.
How We Help You
Estate Planning
With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan created to keep everyone you love out of court and out of conflict after you pass.
Kids Protection Planning
We guide you to create a plan so that your kids (and the money you leave behind for them) are taken care of by the people you want in the way you want.
Asset Protection
We help you keep everything you have created and earned safe from creditors and other threats to your security, for your family now and for many generations into the future.
Business Succession
With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan created to keep everyone you love out of court and out of conflict after you pass.
General Counsel
We work closely with you to structure the legal, insurance, financial and tax foundations of your life and business so you can do what you love and have a clear plan for growth and exit.
Motorsports Business
As a race team owner and series promoter ourselves, we understanding how to apply general legal, tax & business principles to the unique dynamics of the motorsports industry.
Our Unique Promises
01
Relationship-Focused
We are building relationships, not documents. For that reason, we help you organize your financial life and goals before we get hired so that we focus our work on the full picture of what matters most.
02
Pay Transparency
You will know what you pay and what you are paying for at every step of our relationship. We offer a “no surprise” promise built on transparency.
03
Holistic Planning
Like each of you, every estate and business plan is unique, driven by your personal relationships, values and risk factors. We work with you to map out the most likely scenarios for you, and plan for each as life changes.
04
How We Delivery
The majority of estate and business plans are left unfinished and unsigned. We help you mitigate the biggest risk of planning - procrastination - by making it easy to make decisions and solidify legal documents as they are needed.
Hi, I'm Elizabeth
your neighborhood Personal Family Lawyer.
Unsatisfied with the traditional practice of law - with its hourly fees, encouragement of conflict, and one-off transactional relationships - I ditched the hourly rate and opened this law firm to provide my clients with a more holistic and relationship-driven practice.
I now serve as a trusted advisor and business partner to families and their businesses. At my firm, the initial strategy meeting - whether for business or estate planning - is just the beginning of the relationship and we’re focused on putting in place an individualized drafted plan we know will work for you and the people you love.
Recent Articles
For Your Family
Ready to get your financial life organized and take the first step towards legacy planning? Schedule a Life & Legacy Planning Session!
Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated, and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
Simply click below and enter your name and email address and I'll send you an e-copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
For Your Business
Ready to take that next step towards loving or protecting the business you are building? Schedule a LIFT Business Planning Session!
Not quite sure if you are ready to invest in your business? No problem! We always encourage our business owners to start with a Free 20-Point LIFT Assessment to identify the legal, insurance, financial, and tax foundations missing from your business.
By taking this 20-Point LIFT Assessment, you will have clarity on exactly what you need to do to LIFT your life and business to the next level so you can eliminate worry, doubt and fear, and instead say “yes” to bringing more of you and your work out into the world so you can create exactly what you want in your life.
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Areas We Serve
- Pensacola, FL
- Milton, FL
- Pace, FL
- Pensacola Beach, FL
- Gulf Breeze, FL
- Navarre, FL
- Perdido Key, FL
- Crestview, FL
- Jay, FL
- Cantonment, FL
- Fort Walton Beach, FL
- Destin, FL
Santa Rosa, Escambia, & Okaloosa Counties