Legal Association
40 years of Experience
We are licensed in
New Mexico, Arizona and Nevada and can work with local council to help clients across the United States
We appreciate your desire to be thoughtful and responsible in the design of an estate plan as well as to be confident and secure in your financial future and the distribution of your estate.
You want your legal advisors to provide clarity, comprehension, organization, and implementation.
In order to achieve this, you need a trusted partner and legal advisors who provide strategies, counsel, and guidance to address your goals, concerns, and “what keeps you awake at night.”
The problems you face are:
- How do I protect my wealth for my future needs, known and unknown?
- How do I protect my wealth tax efficiently?
- How do I protect my wealth for my children and grandchildren?
- How do I pass my wealth to my children in a responsible manner so that my children do not become “trust funders”
- How do I pass my wealth in the most gift tax and estate tax efficient manner?
These concerns cause anxiety and seem overwhelming, resulting in inaction and “paralysis by analysis.”
Sara and Eric understand this and you can trust them to guide you and your family in collaboration.
Our team is consistently chosen to be the legal advisors for successful business owners, entrepreneurs, and high-net-worth individuals when it comes to creating estate, business, and asset protection plans.
Meet our team
we have Many years of Experience
Sara Bonnell
Martindale-Hubbel AV-Preeminent
Eric Lyon Burton, 3rd
Martindale Hubbel AV-Preeminent
Our Approach
Thoughtful vision makes us who we are
Team Meetings
You and your team of legal advisors meet to discuss your concerns, fears, and goals for the ultimate direction of your estate.
Collaborate
Customized Plans
Design a creative, tailored, and comprehensive plan that fits your desires and lifestyle.
Design
Timely Execution
Take action on the plan in conjunction and coordination with your team of advisors
Implement
Insightful Guidance
Benchmark, monitor, and adjust the implementation of the plan through annual meetings with you and your team of advisors.
Analyze
Now you can relax. You've got a plan in place and we've got the rest.
Communicate
