With over 40 years of knowledge and experience, we focus our practice on estate planning, asset preservation, wills & trusts, and estate & trust administration services.

Estate Planning »

Wills & Living Trusts

Estate & Gift Tax Planning

Planned Giving

Business Planning

Planning for Incapacity & Long Term Care »

Planning for Medicaid & Long Term Care

Powers of Attorney

Health Care Powers & Living Wills

Special Needs Trusts

Asset Preservation »

Protection from Unforeseen Creditors

Protected Inheritance Trusts

Planning for Medicaid & Long Term Care

Special Needs Trusts

Estate & Trust Administration »


Trust Administration

Estate & Gift Tax Returns

Fiduciary Income Tax Preparation

Process & Rates

Planning Process

Estate & Trust Administration Process

How We Charge