Tony Davis, Esq.
Tony formed Davis Family Legal Group LLP to build a law practice that would support families to be healthy and whole. Doing so, would necessitate a change in the traditional lawyer and non-lawyer experience. Traditionally, one would go in to meet with a lawyer who would oftentimes make things seem very complicated. The non-lawyer would typically nod and pretend to understand the message conveyed, to keep the process moving. That process often leads to confusion rather than happiness and wholeness. Tony believes that clear, open and honest discussions regarding family dynamics and making the necessary changes to obtain your desired results is a critical component to the relationship. Regarding estate planning, it also necessitated utilizing a flawed model where documents are prepared and no real relationship with the client is formed. There the lawyer prepares the documents, the client signs the documents, and the clients find a home on their shelf or in their desk drawer for their fancy binder containing the documents. The documents are never revisited again. Nevertheless, the client feels great because THAT is DONE! Their affairs are now in order.
Instead, Tony aims to become a trusted source to guide his clients through the complicated and often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. His legal expertise includes family protection, wealth preservation, values-based planning, as well as planning strategies for unmarried couples and divorced individuals. He will work with clients so that they understand the ramifications and outcomes of each of their decisions. He will make sure that individuals included in the plan also understand their potential roles and responsibilities. And, to prevent the plan from becoming outdated, Tony will meet with clients at least every three years to ensure that their plans are up to date. Tony also excels in guiding his clients to pass on more than just their financial wealth, but a far more valuable intangible wealth – who they are and what is important to them. Tony resides in Owings Mills, Maryland with his wife of over 30 years, Nicole. Together they have two adult sons. Tony is licensed to practice law in Maryland.
Joshua Davis, Esq. (Limited Partner)
Joshua has experience drafting contracts, ensuring that the terms accurately reflect the intent of both parties. He has a knack for bringing simple solutions to complex issues. Joshua also ensures that we are making the best use of modern technology to streamline and automate processes.
Joshua is licensed to practice in California. Additionally, he is fluent in Spanish and he is conversational in Portuguese.
Laney Lyons (Drafting Coordinator)
Laney has extensive experience in the estate planning industry. After managing an estate planning law firm for several years, she went on to train law firm teams across the country in estate planning processes.
Her expertise in not only drafting but creating systems and streamlining processes. She works tirelessly behind the scenes to make sure your plans are prepared timely and will meet your individual needs.