Our estate planning team brings our motto of "today's planning secures tomorrow's legacy" into reality. They help you establish tax efficient and secure strategies to manage your wealth during your lifetime and distribute your wealth to those you love upon your death.
Probate & Estate Administration
The probate estate administration & guardianship Team make sure that that, upon ones death, their wishes are carried out as well as securing guardianship for those vulnerable individuals that require it. In short, they turn today's planning into tomorrow's legacy.
Business Succession Planning
This team helps business owners establish tax efficient, seamless, and secure strategies for transferring controlling interests and beneficial interests in businesses upon the retirement, incapacity, or death of the business owner, helping businesses plan for tomorrow.
OFFICE MANAGEMENT & CLIENT RELATIONS
This team makes our firms larger objective of serving you possible. With the help of our management and client relations team we are able to be as accommodating to your individual needs as possible.
Our administrative team provides the solid foundation on which all other firm functions are based. From technological support to record management and beyond, this team provides the basic functions of business so we can concentrate our efforts on you.