Purposeful, Practical, Personable

We help Individuals, Small Businesses and Non-Profits plan for the future!

▶ BASIC ESTATE PLANNING (WILLS, TRUSTS, POA, ETC.)

▶ PROBATE/ESTATE ADMINISTRATION

▶ ADVANCED ESTATE, GIFT & GST TAX PLANNING

▶ BUSINESS FORMATION AND SUCCESSION PLANNING

▶ INCOME TAX PLANNING

▶ CHARITABLE PLANNING