Business Owners, Executives and Professionals

Successful business owners and professionals come to us based on our proven track-record of providing personal service, creativity and results.

Estate and Retirement Planning

We know conversations around health, finances, sensitive family dynamics, retirement and mortality can be difficult. We make it simple.

Elder Law Medicaid Planning

Our team of compassionate professionals work to fully understand your unique circumstances and consider all the dynamics at play.

Trust and Estate Administration

Our cutting edge fiduciary practice strikes a careful balance between providing flexibility when business and family circumstances change, while efficiently shielding assets from creditors and taxation.

Young Families

Our team meets with individuals and couples of any age and stage in life, but the earlier you start planning the better positioned you will be to enjoy your life to the absolute fullest.