Our firm specializes in estate planning, asset protection planning, compensation planning, probateguardianship administration, and business planning for physicians, business owners, professionals, and high net worth individuals.

This web site was designed to provide you with access to information on our firm and information regarding our processes should you seek to engage us as well as serve as source for information about estate planning and current developments in estate planning which may affect you. Feel free to check our Blog which we'll be updating regularly with interesting articles.

We provide access to a newsletter service which you can sign up for from our website.

Our Events page provides a list of upcoming events.
     

Updates as of August 14, 2018

We added a new Business Planning Blog with valuable information for Business Owners and professionals.  The Business Planning Blog supplements our Asset Protection and Estate Planning blogs.

From the Business Planning Blog:

How to Choose a Guardian for Yourself

Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation.  With each passing day, there are more choices to be made.  But, what will happen if you can’t make decisions for yourself?  Before that time comes, there is one important decision you need to make. Who do you want to serve as your guardian?

From the Estate Planning Blog:

4 Social Media Mistakes that May Put Your Company’s IP at Risk

Being active on social media is hardly a choice anymore for small to medium sized businesses—it’s a given.  After all, your customers are there.  Before you rush out to tweet a deal or share pics of your new logo on Instagram, take a minute to learn about common mistakes smaller businesses make with their intellectual property (or IP)  in social media—and how you can avoid them...