Your estate plan could be as simple as drafting a will, or a complex matter, requiring various trusts and tax saving measures. No matter what your needs are, each client of our firm receives the personal attention that they deserve. Working in conjunction with an attorney, and an investment adviser, we consider the objectives that you may have for managing your investments and real estate holdings, during your lifetime and beyond.  

Our clients are concerned with matters such as control over the family assets; the perpetuation of the family business; the family dynamic and the affect the disposition of assets will have on family relationships.  Some of our clients are motivated to protect their assets from creditors, litigators, and long-term care facilities.