About
A fourth-generation firm with deep expertise in legacy planning and a commitment to excellence.
A fourth-generation firm with deep expertise in legacy planning and a commitment to excellence.
We believe that clarity is a form of excellence. We strive for clear, concise, and thorough communications that elevate and enhance our clients' lives.
Our deep expertise in estate law allows for better planning, better outcomes, and a better client experience.
As a fourth-generation estate planning law firm, we think in decades and generations. We understand that the plans we write today will affect lives for many years to come.
We are humble. We take accountability and responsibility in all areas of our life. We prioritize the team’s needs over our own. We are gracious and respectful.
We take pride in a job well done. We believe in the power of our name. We anticipate the future known and unknown needs of our team members and clients. We two-step by meeting and exceeding expectations.
We build and maintain long lasting relationships. We know that how we make people feel is more important than any work product we could ever produce. We intentionally, consistently, and generously invest in relationships. We are present and create individualized experiences.
We are outward focused and self-aware. We understand that we are a part of a whole that is bigger than ourselves. We know that our words, actions, and feelings affect our team members and clients. We are quick to observe and discern our environment and the needs of others.
We are critical thinking problem solvers. We are insatiably curious. We stop and fix it. We solve better problems.
We are synergistic self-managers. We are agents with the power to choose and act for ourselves in how we use our time, talents, and resources. We believe in creating a holistic life that is greater than the sum of the individual parts. We synergistically and strategically prioritize varying aspects of our life, always with the end in mind.
We are the gold standard of professionalism. We are committed to excellence in all aspects of our work and self. We maintain dignity, honor, loyalty, and integrity in public and private spheres. We are elevated in our consistency, accuracy, and follow through.
We exercise wisdom in all things. We are lifelong, high-velocity learners. We use our knowledge, judgment, and experience to enhance the lives of others. We provide elite, one size fits one strategies and recommendations.
We are efficient. We do our work right the first time. We are organized and timely. We communicate, we communicate, and then we communicate some more.
“I can’t thank you enough… After 7 years of ferocious litigation your estate planning is still saving the day.”
“When under attack, I slept well knowing that McCullough had done my asset protection work.”
“Without hesitation I would recommend this team to anyone needing counsel in estate and tax planning. They are excellent listeners in understanding individual needs and customizing professional help.”