15 minute
telephone call

Schedule a complimentary 15 minute telephone call to discuss your planning needs.

New Blogs

Services Provided

Asset Protection Planning

Many people equate financial success with the accumulation of wealth.

Business Law

If you are thinking of buying or selling a business, or even starting a new one entirely, it is important to make sure you have the right legal representation.

Business Succession Planning

An important aspect of planning for your business’ future is to have a seamless succession plan in place.

Financial Planning Assistance

It can be difficult to make smart money moves that allow you to grow and protect your life.

Wills, Trust & Estate Planning

One of the most important protections we can provide to our loved ones after our passing is a clear and complete estate plan.

Retirement Planning

What does Retirement mean to you? For many, it means transitioning from living a life of what you “have to do” to a life of what you “get to do.”

Professional Fiduciary Services

The determination of who will be the trustee of your trust is a very important decision. The person who becomes your trustee will have to oversee administrative tasks, determine when distributions are made and be cognizant of the tax and trust laws that affect the administration.


Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust