What makes us different?

Our focus on middle class retirees and those retiring soon.
Most of the estate planning attorneys focus on planning for the ultra wealthy. Not us. We believe middle class retirees deserve great planning too. If wealthy people (despite all the money they’ll be leaving to their kids) are still worried about planning to protect the money and kids, shouldn’t you? Though your goals may be a little different, they’re just as important. We deliver a level of planning to the middle class that is usually reserved for the wealthy.

‍If it can be done in a group, it should be done in a group!
Lawyers are all about the money, right? They deal in half-truths and billable hours, don’t they? What if there was a nationwide firm who engineered an educational process to reduce legal fees?
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Middle Class Families need to do better planning. Unfortunately, the system is complicated and people need hours of education to understand how to appropriately plan. When this education is provided at a lawyer’s billable hourly rate, it can add thousands of dollars to the cost of the plan.
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This is why wecreated the classroom-based approach to estate planning. If it can be taught in a group classroom setting, it saves time and billable hours. Our clients get the best possible plan at the best possible rate.

‍Our belief that life planning is better than death planning.
Most estate plans focus on what happens to your stuff after you’re gone. Of course that’s important and we’ll plan for it, but our priority is on you during your retirement.
You’ve been dreaming of this time for decades and now that you’re here, we want it to be stress free! That’s why our plans focus on issues like asset protection, telling your story, getting care on your terms (not the government’s), and staying home as long as possible.

‍Size Matters.
We are a nationwide law firm with offices from California to New York, Michigan to the Gulf Shore. We have combined decades of experience and our lawyers have helped tens of thousands of clients. There’s nothing we haven’t seen. Moving in the future? Not a problem. You’ll simply work with a local attorney when you get there.

‍The Fully-Loaded Toolbox.
Everyone wants the same thing… the perfect estate plan. The problem is that we don’t know what’s around the bend. We know something will likely go wrong at some point. People get sick. People pass away. People have divorce and creditor issues. Families experience infighting. These things happen. The challenge is that we don’t know when or which issues will happen for our clients.
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The way most firms operate is they try to guess at what’s going to happen. Many lawyers will say something like “You’re not rich, all you need is a will.” Is that good advice? Well, a will only provides for what should happen after you die. It doesn’t do anything to protect assets while you’re still alive and kicking!
This is why our philosophy is to provide comprehensive plans full of all the tools you could need. We’d rather have you plan for issues that never end up happening than fail to have a plan for issues that might happen. This is how we deliver true peace of mind. We want your family to say “I’m so glad you planned for this” rather than “Why didn’t he have a plan?”

‍Community.
At most firms, you pay a lawyer to create legal documents. You sign the documents. That’s the end of the transaction… you never hear from the lawyer again as he or she pursues other new clients.
The founders of the Red Wagon Law Firm realized that estate planning, when done right, is not a transaction. It’s a relationship. Of course you need ongoing education. Laws change. Your goals will change. That’s why we partnered with the Red Wagon Club to provide local educational and social events with people just like you who have taken the steps to protect their family and their savings.