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 May 22, 2018

Financial Planning. Tax Planning. Legacy Planning. Estate Planning - How many plans do I need?!


Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans - financial, tax, legacy, and estate - are vital to your financial well-being and protection of your assets and family...

The One Thing Every New Grandparent MUST Do As Soon as Possible

Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything -- including how you approach your finances...