Our firm specializes in estate planning, asset protection planning, compensation planning, probateguardianship administration, and business planning for physicians, business owners, professionals, and high net worth individuals.

This web site was designed to provide you with access to information on our firm and information regarding our processes should you seek to engage us as well as serve as source for information about estate planning and current developments in estate planning which may affect you. Feel free to check our Blog which we'll be updating regularly with interesting articles.

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Our Events page provides a list of upcoming events.

Updates as of October 30, 2018

From the Estate Planning Blog:

The Spooky Truth: Is a Payable on Death Account Right for You and Your Family?

On this Halloween's Eve we are pondering death...payable on death accounts that is.  The spooky truth is that payable on death accounts, or “POD accounts” for short, don't always prevent probate.