Our Services

  • Estate Planning

    Secure your financial future with our all-in-one service, delivering expert tax planning, wealth preservation, estate administration, and personalized strategies.

  • Business Formations

    Navigate the corporate landscape with our comprehensive expertise in managing C and S Corporations, LLCs, PLLCs, and various partnerships ensuring your business thrives regardless of its structure.

  • Business Planning

    Safeguard your business with our adept planning and agreement services, ensuring successful mergers, acquisitions, and business succession, while keeping proprietary information secure and your team seamlessly aligned.

I work closely with clients and their estate planning needs, including the drafting of their Wills, Powers of Attorneys, Trusts, Trust administration, Probate administration and minimizing or eliminating federal and state estate taxes. I also form corporations, LLC's, other business entities, shareholder agreements, operating agreements and contracts for my business clients.