Purposeful, Strategic and Compassionate Counsel – Personalized legal counsel to meet your individual wealth transfer, legacy and probate needs.

How we help

  • Estate & Trust Planning
  • Probate & Trust Administration
  • Business Succession Planning
  • Strategic Tax Planning

We devote our practice to assisting individuals and families in the areas of wealth transfer, business succession and taxation. Through compassionate engagement and individualized counsel, we help families protect themselves and their loved ones in the events of disability and death, by providing comprehensive, thoughtful and effective estate planning and administration services, including wills, trusts, powers of attorney, probate and more.

With a focus on tax efficiency and avoiding controversy, we utilize our extensive knowledge of tax matters, trusts and estates, business and tax-exempt organizations, retirement planning, and the wealth transfer process to advise clients on the proper management of legal and financial affairs