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 July 17, 2018

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

From the Business Planning Blog:

Are Your Trade Secrets Really Safe? 4 Steps To Safeguard Your Competitive Edge

A trade secret is a piece of information which is confidential, can be legally protected, and gives your company a competitive edge.  Lots of the most famous examples involve recipes: the formula for Coca Cola, McDonald’s Big Mac “secret sauce”, or that Mrs. Field’s chocolate chip cookie recipe that caused such a legal stir in the 90s.  But you don’t need to be a food purveyor or a mega-corporation to have a unique approach that sets you apart from your competition—and if you can legally keep it a secret, you should... 

From the Estate Planning Blog:

Legal Considerations When Getting Your New College Student Ready to Go

If you are preparing to send your son or daughter off to college to pursue higher education, you may be wondering how their first semester of school will go.  Before your kids go away, have a frank conversation with them about how much information -- including grades, finances, health records -- you will be able to access...