I’m Jeremy Curtis,
Your Estate and Business Planning Partner.

Comprehensive solutions for trusts, wills, asset protection, and business entities.

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Experience & Affiliations

The Curtis Law Firm
Extensive Experience

Over 1,200 complex estate, business, and tax consulting cases completed in prior roles.

Director of Advanced Planning

Led multiple teams in advanced planning strategies between 2011-2024.

Former Corporate Vice President

Fortune 100 company experience in advanced business and estate tax planning (2015-2020).

CFP® Professional

Recognized since 2013 for maintaining high professional standards in planning.

Welcome to The Curtis Law Firm where your goals are our priority

At our firm, we blend expertise with personalized service to guide you through the complexities of estate planning, trusts, wills, business entities, and tax planning. Led by Jeremy Curtis, a seasoned attorney with a rich background in financial planning, we ensure that your assets are protected and your legacy is secure. Discover how we can help you achieve peace of mind and financial stability for your loved ones.

How We Work with You

01

Discover Your Needs

We begin with a detailed consultation to understand your unique goals and challenges.

02

Develop a Custom Plan

Our team crafts a tailored strategy that addresses your specific needs in estate planning, tax planning, and business structuring.

03

Implement with Precision

We meticulously execute the plan, ensuring every detail is handled with care.

04

Ongoing Support

We provide continuous guidance and support, adjusting your plan as your circumstances evolve.

"At The Curtis Law Firm, we care about our clients, their loved ones, and the things that are most important to them. We are here to help."
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Jeremy Curtis
JD, MS, CFP®, Owner/Founder, The Curtis Law Firm, PLLC
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Frequently Asked Questions

What is estate planning and why is it important?
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Estate planning involves creating a plan for how your assets will be distributed after your death. It's crucial for ensuring your wishes are followed and your loved ones are taken care of.
How do I choose the right business entity?
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The right entity depends on your business goals, liability concerns, and tax implications. We can help you choose between LLCs, corporations, and partnerships.
How often should I update my estate plan?
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It's advisable to review your estate plan every few years or after major life events such as marriage, divorce, birth of a child, or significant changes in your financial situation.
What are the benefits of creating a trust?
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Trusts offer greater control over your assets, provide privacy, and can help reduce estate taxes and avoid probate.
What strategies can minimize my tax liabilities?
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Strategies include tax-efficient investments, charitable giving, and utilizing trusts and business entities. Each plan is tailored to your specific situation.
What is the process for setting up a will?
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We start with a consultation to understand your wishes, then draft the will to ensure all legal requirements are met. Finally, we assist with the signing and notarization process.