About the Firm


As a full time estate and business planning firm, we have operated on the proven conviction that the vast majority of estate and business problems are preventable, and can be efficiently anticipated; which saves both money and emotional stress. We accept people and problems as we find them.  Understanding that reason, empathy, fairness and preparation are the keys to the planning process.


We assume responsibility when serving as planners, limiting expensive estate, probate, tax and business liabilities, with concentration on the timely, prompt resolution of pending and potential problems.