Estate Planning

Estate planning is about making sure your legacy is protected and your wishes are carried out with clarity and care. Brian works closely with individuals and families who have built up significant assets and want to ensure their planning is done thoughtfully and thoroughly. Whether you’ve got multiple properties, investment accounts, or a business in the mix, Brian brings a detailed, hands-on approach that ties everything together. His goal is to make sure nothing gets overlooked, and that your estate plan actually reflects your values—not just a checklist. You don’t have to be ultra-wealthy to benefit from smart, strategic planning. If your financial life has outgrown the basic templates, Brian can help.

Asset Protection

Protecting what you’ve worked hard for is a big part of what Brian helps clients do. Asset protection means thinking ahead—before a lawsuit, a dispute, or an unexpected life event puts your wealth at risk. Brian helps clients design plans that legally shield assets while keeping them under your control. Whether it’s setting up trusts, reviewing titling strategies, or helping you think through liability exposure, Brian focuses on solutions that are clear, effective, and tailored to your specific situation. And you don’t have to be a business owner for this to apply—if you’ve built up savings, property, or investments, it's worth protecting them. With Brian, you get an organized, easy-to-understand process that helps you sleep better at night.

Business Planning

As a business owner, you already have a lot on your plate. Estate planning might feel like a back-burner issue—but without it, your business could face serious challenges down the road. Brian works with entrepreneurs and small business owners to put legal structures in place that protect both your personal and business interests. From succession planning and partnership agreements to integrating your business into your estate plan, Brian helps make sure everything is aligned. He’s even created a guide called “7 Estate Planning Mistakes Business Owners Make” to help you spot common gaps. It’s not about legal jargon or piles of paperwork—it’s about smart planning that gives you confidence and clarity for whatever’s next.