Get Started

Whether you are interested in estate planning or business planning services, contact us or conveniently schedule a consultation online now at the most convenient time for you. We see clients Tuesday through Friday. Our goal is to make the process simple and convenient for you.

Your Family Wealth Planning Session

Your personal Family Wealth Planning Session is designed to help you understand exactly what would happen to your loved ones under your current estate plan if anything were to happen to you. By knowing exactly what would happen to your family without further planning, you will be empowered to make the right decisions for them and create a plan that will fully meet all of their needs.

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LIFT Business Breakthrough Session

The LIFT (Legal, Insurance, Financial, and Tax) Foundation Audit is designed to help us understand where your business is now, where it is going in the future and what the gaps are that could keep you from getting there. Because the needs of our business clients are highly sensitive and specialized, we only work with a select number of businesses at any given time.

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Thank you for your interest.  I know you have a lot of options when it comes to legal planning.  At BHL, we are devoted to helping medical practitioners protect their loved ones and career through a simple approach to estate and business planning.  I look forward to meeting with you!

 

Contact Us About Your Case

We would love to learn more about your estate or business planning needs. Please feel free to contact us for more information or, if you are ready to get started, schedule your Family Wealth Planning Session or LIFT Business Planning Session today! 

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