Practice Areas

Our dedicated professionals, in the areas of Estate Planning, Elder Law, Probate, Estate & Trust Administration, Care Coordination, and Fiduciary Tax & Accounting, are ready to help. We recognize everyone has a unique set of circumstances. This is why we are set up as a boutique style firm. And like a personal concierge, we offer customized service. A coordinated effort means better outcomes for our clients.

Estate Planning

We provide sophisticated advanced estate planning. Read More

Elder Law

The trends of increasing lifespans have created a need for more proactive legal planning and involvement from adult children or family members. Read More

Probate

We are highly skilled in the nuances of probate legal matters. Read More

Estate & Trust Administration

After a loved one dies, everything changes. Read More

Care Coordination

Care coordination is a compassionate person-centered process that involves the thoughtful organization of activities to achieve safer and more effective care for seniors. Read More

Fiduciary Tax & Accounting

We offer a full range of fiduciary tax compliance and planning services. Read More

Practice Areas

Practice Areas

Estate Planning

Elder Law

Probate

Estate & Trust Administration

Care Coordination

Fiduciary Tax & Accounting

Never doubt that a group of thoughtful people can be called to action and provide a change in the continuum of care.

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