Values-based estate planning and estate administration. Planning for the inevitable with principles and purpose:

  • Estate planning
  • Business succession planning
  • Charitable gift planning
  • Health and disability planning
  • Estate administration


"Hope for the best, but plan for the inevitable"



Do you believe estate planning is


  • About "death and taxes?"
  • Only for the wealthy?
  • Depersonalized and "cookie cutter"
  • Confusing and complicated?
  • Impervious to changes in laws, circumstances, preferences?
  • Exorbitantly expensive?


Grab a cup of coffee (or tea) and read on!










Devoted to the preservation of our clients' wealth

and perpetuation of our clients' legacies

          "It is the responsibility of every human being to aspire to do something worthwhile, to make the world a better place than the one he found. Life is a gift, and if we agree to accept it, we must contribute in return. When we fail to contribute, we fail to adequately answer why we are here."


- Albert Einstein

          "Over and over again courts have said there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Nobody owes any public duty to pay more than the

law demands. Taxes are enforced extractions and not voluntary contributions."


- Judge Learned Hand

  U.S. Circuit Court of Appeals