Our Values

Our mission is to help clients reduce chaos, conflict, court, capital and legacy loss in their estates.  We provide personalized, informative, and compassionate estate planning that helps people organize and transfer estates smoothly with minimal taxes, costs, and hassle. 

Ø    We believe in the principles of honesty, integrity, patience, kindness, and humility both in our professional practice and our personal lives.

Ø    We believe in treating clients as we would wish to be treated.

Ø    We value long-term relationships with our clients.

Ø    We value prevention over post-death planning.

Ø    We value quality over rapid growth.

Ø    We believe in community service and public education.  Mr. Waltar is a Rotarian and has volunteered for many non-profit organizations. 

Ø    We enjoy what we do, and we seek to pass that enjoyment on to others.

Ø    We view estate planning as an extremely personal process, and we take the time to understand our clients’ needs and concerns.

Ø    We believe complete client satisfaction is the ultimate measure of our success.

We offer free initial consultations to review

your goals, assets, and planning.  We show

how things would work and we explain

alternatives and let you design your plan.