WHO WE ARE
We are a team of professionals helping families and business owners control and preserve their wealth through in-depth, personalized counselling and planning.

WHAT WE DO

Estate Planning

• Review Client's Goals, Values and Concerns
• Help Clients Maintain Control
• Plan For a Disability
• Preserve and Protect Wealth
• Reduce Taxes
• In-depth Counselling concerning estate planning tools such as: Wills, Living Trusts, Powers of Attorney, Living Wills, Life Insurance Trusts, Charitable Trusts, Family Limited Partnerships, Offshore Trusts, Dynasty Trusts, Family Foundations, and more.

Settlement

• Probate of Wills
• Living Trust Administration
• Will Contests and Probate Litigation

Medicaid Planning

Business Law

• Incorporations
• Drafting/Negotiating Agreements
• Buy/Sell Agreements
• Business related litigation