About us

We are a boutique law firm specializing in estate planning, estate administration and non­profits. With thirty years of combined experience, we listen to clients to help them navigate complex tax and family issues. We are committed to building strong relationships with clients and their advisors to manage intergenerational wealth transfer, business succession, tax and charitable planning. We want to assist you in creating a plan that encompasses flexibility to manage changing life circumstances. Every client has specific needs, and we work to customize our time with you to best address to those needs.

Find out more about our team

Practice Areas

Estate & Wealth Planning

Blending your estate planning wishes into a

Functional & tax efficient wealth transfer plan

Marital Agreements

Building a legal

Foundation for your relationship

Estate & Trust Administration

Being a guide when your

Family needs it most

Guardianships & Conservators

Bringing experience to

Formal appointment proceedings

Non-profit Planning

Bettering the world by

Finding ways to help others