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Planning for your life now, and theirs later.

Wills & Trusts

We customize wills and trusts to every client to ensure their children and assets are taken care of according to their respective wishes.

Planning for Parents

Whether you are happily married or divorced, we help plan for your children in the event of your death or incapacity.

Planning for Professionals

As a professional license holder, you have unique exposure to liability.  We help you plan for your business and family in a way to increase your wealth and limit your exposure.

Estate Planning for Businesses

We help you prepare your business for succession once you’re prepared to retire or in the case of death or incapacity.

General Counsel Services for Small Businesses

We help get your new business set up, your start-up off the ground, or your mature business up to par by providing guidance on the proper foundations needed to grow while limiting your liability.

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The Real Cost of Caring

Dealing with the financial stressors of caring for an aging loved one can affect your...

How to Approach Buying an Existing Business

Buying an existing business is a great way to hit the ground running in the...

Think Your Salary Can Bring You Safely to Retirement? Think Again.

In the sea of financial planning wisdom, there are too few messages about the importance...

Divorcing? Here’s What You Should Know About How it May Affect Your Trust

Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce...

Ten Common Money Pits Even Brilliant Entrepreneurs Fall Into

If you’re relying on your top line to grow your wealth, you could be missing...