Who We Serve

There are certain events in life that make you realize that it is time to make important plans

• You get married or become a new parent;

• An elderly or sick loved one requires your care;

• You start a new job or profession

• Your role in a business venture has changed;

• You receive an inheritance;

• Health challenges begin to arise;

• You recognize you have put it off long enough

We help guide individuals and couples…

in making the decisions required for estate planning. We believe in the importance of taking the time to carefully explore your wishes and then helping you decide how to accomplish what is best for your loved ones. We’re here to take care of you and your family, both legally and personally.

With our unique income tax expertise…

we develop your estate plan with a clear understanding of the tax implications for your specific situation. The comprehensive plan that we develop with you will be personally crafted to meet your wishes and achieve favorable tax results.