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Sophisticated Planning Requires Understanding and Attention


Our Focus is always on you

We always put your interests first. Even during these challenging times, the Monthie Law Firm works with high-net-worth individuals, families, retirees, and privately held businesses to protect what you have spent your life building.

Why work with us

At the Monthie Law Firm we have extensive experience working with clients of all backgrounds, developing sophisticated solutions to:

  • Legacy and Estate Planning
  • Asset Protection Trusts
  • Medicaid Planning and Application
  • Tax Advisement
  • Corporate and Business Law
  • Comprehensive Financial Planning

We offer guidance

At the Monthie Law Firm, we take time to get to know you, building trust and lasting relationships with our clients. Whether you seek guidance with leaving a legacy for your family, financial planning, or counsel and direction in another area, your goals are personal to us. We are here to work with you during every stage of life.

Areas of Practice

Hover to learn more about each, or view all here.

  • Comprehensive Financial Planning

    Through questionnaires, discussions, and collaboration, we can gather your financial information, working with you to ensure that you make the most of your resources and protect yourself from uncertainty. We help you determine what you are passionate about and the kind of lifestyle you want, developing a plan for achieving your goals.

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  • Business Law & Corporate Formation

    Business formation, direction and succession planning.

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  • Tax

    We work with you to develop creative solutions to tax needs, prepare and file your tax return.

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  • Medicaid Planning & Application

    Strategies, direction and advice on how to protect your assets and afford nursing home care.

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  • Legacy & Estate Planning

    Protecting you and your assets, and creating a legacy to carry on to your next generations.

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Client Reviews

“We’ve been clients of the Monthie Law Firm for over 30+ years, great law firm for all of your estate planning matters.”


“Expertise that are unmatched.”


“Stephen is our trusted counselor and attorney; he’s like family.”


“Stephen helped settle an estate, he took away our stress and anxiety, making it seamless.”



“Knowledgeable, and easy to talk to.”


“Phillip was personable and understanding, he took the time to get to know my wife and I and our estate concerns.”