Firm Overview

Financial Knowledge and Sound Legal Advice For Effective Estate Planning

Our firm brings together a sound knowledge of the law and a substantive understanding of financial strategies and instruments. We develop strategies and use financial instruments to help clients limit tax exposure, conserve assets, and fulfill charitable and educational goals.

Our experienced attorneys enter into each client relationship by getting to know the client's needs and goals. We consult with our client's advisors, including financial advisors, investment brokers, Certified Public Accountants (CPAs), and insurance agents. We model a number of approaches to determine the most appropriate plan. The result is a comprehensive, innovative plan that incorporates all of our client's estate planning and asset protection needs while limiting tax and creditor exposure.

Designing and implementing a plan to preserve, protect, and transfer assets is most effective when completed before a crisis occurs. Without warning, a crisis demands an immediate response to handle complex legal, tax, business, and health care decisions. Inadequate preparation for personal and business transitions and any delayed response often lead to increased costs and loss of control over important personal and financial choices.

Our clients rely on us to help them make prudent decisions for meeting their legal, financial, charitable and ethical obligations, and we take that responsibility seriously.