OUR CLIENTS LOOK TO US FOR LIFE'S BIGGEST FINANCIAL DECISIONS

Question 1

What are your fees?

Answer

-Our fees are transparent and reasonable. For real estate closings and estate planning services, we have a flat fee that’s dependent on the circumstances of your matter. For investment litigation, the attorney fee is a contingent fee as a % of the outcome of the case (we have no fee if we don't recover). You will always know where we stand because we will put our fees in writing at the beginning of the representation.

Question 2

What’s involved in buying or selling a home?

Answer

-We try to make the process of buying or selling a home as easy as possible. From the start we will email you with all of the unique steps involved in your closing, depending on the property, location, etc. Most closings follow the same set of steps, including: attorney modification, inspection review, appraisal contingency, loan approval, title review, and closing. We will walk you through the process and answer any questions you may have.

Question 3

Do I need a trust or a will?

Answer

-It depends (a very lawyerly answer, but the truth). Most people need a trust because you can avoid probate proceedings, and usually the overall process is cheaper, quicker, and easier for your family. In some instances, a person may want a will if they do not plan on actively managing their estate plan (putting assets in the trust) or for various other reasons. Ultimately, the answer depends on your unique situation.

Question 4

How can I recover investment losses through investment litigation?

Answer

-If you suffered substantial investment losses through investments made with a brokerage firm and financial advisor, then you may be eligible to recover investment losses through investment litigation. The first step in the process is to evaluate your case to determine if there was wrongdoing in the form of unsuitable investment recommendations, material misrepresentations, fraud, churning, failure to supervise, etc. If we think there is liability and you suffered substantial investment losses, then we may recommended litigation through FINRA arbitration.

Question 5

What are your general hours of operation?

Answer

- We are open Monday through Friday from 8 AM to 6 PM. We do your best to stay in touch with our clients' questions and concerns outside of normal business at night and on the weekends. In short, we try to be as available as possible to serve our clients' needs.