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 October 9, 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:

An Introduction to Planning with Limited Liability Companies - Part 2 of a 4 Part Series

In this four-part series of blog posts we will get into the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan.  Today’s post is Part 2 and will give an overview of how LLCs are taxed.

From the Estate Planning Blog:

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage.  Today we discuss several considerations you should keep in mind once open enrollment begins.