General Info

We work with clients, their families and their other professional advisors to create a comprehensive plan that meets or exceeds expectations. Our clients expect a smooth transition between ownership of wealth in a timely fashion without controversy. The relationship continues after the documents are created, affording the family members who will be helping as trustees and executors to proactively learn about their roles. We have been empowering families nearly 3 decades to create estate plans that are unique to them and that meet or exceed their estate planning goals. Our firm has been in the same convenient location for more than 20 years with ample free parking, first floor access, and a traffic light at the entrance to the parking lot!