Overview

Whether you are a young person who needs a will in anticipation of the birth of a first child, a mid-career professional who needs planning for retirement plan assets and life insurance, or a high-net worth individual who needs sophisticated estate tax planning with trusts and lifetime gifting, we will design and implement the approach that makes the most sense for you. We are experts in the fields of law and taxation with advanced degrees in taxation, certified public accountant credentials, and extensive experience in legal practice who work together to complement each other. Our collaborative approach allows us to consider all aspects of an issue and provide the best service and advice to you.