Personalized Estate Planning Services
“A goal without a plan is just a wish.”
Our Services:
Wills and Trusts
Customized estate plans for individual circumstances. All estate plans aim to minimize estate and gift taxes, and ensure your assets end up where you desire.
Powers of Attorney and Health Care Proxies
Ensuring decision making regarding finances and health care will be done by someone you trust and designate.
Business Succession Planning
Protecting family businesses, professional practices, and investments.