DAVIS FAMILY LEGAL GROUP, LLP
https://davisfamilylegalgroup.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Maryland
Have you ever been asked, “What is your ‘why?’” If not, I’m asking you now! Does your answer have something to do with putting your family first and leaving a legacy for your children? It does now! Now that you have your ‘why;’ next step is to figure out the ‘how.’ That’s where I come in!
My name is Tony Davis, and I started my family law practice to equip individuals and families with the tools to practically and legally formalize a plan to create and maintain a family legacy. My firm focuses on estate planning, which incorporates legacy planning for monetary and intangible assets, and we offer full Kids Protection planning to keep your family out of court and out of conflict. Our goal at Davis Family Legal Group LLP is to support families to be happy and whole.
I am a Navy veteran, and I earned my MBA and juris doctor degrees from the University of Baltimore. Before starting my practice, I worked developing strategic plans, re-engineering outsourcing departments, and negotiating multi-million-dollar consulting and technology licensing agreements for leading regional and multi-national companies.
Along with my law firm, I co-founded a mediation and coaching firm with my wife dedicated to enhancing marriages and parent-child relationships. Together, we also have two adult sons. On the side, I also help high school students navigate the college selection and athletic recruiting processes. My experience and commitment to families give me the tools and drive set your family up for success!
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.