General Info

We help people live better lives by planning for secure futures. Our firm was founded to help clients gain access to the valuable advice families with multi-generational wealth have always had at their disposal. We have developed The Vision Method to craft estate plans that correctly preserve clients' unique values and goals for their families. We are your trusted advisers for wills and trusts, probate, estate, and trust administration, long-term care planning, wealth protection planning, asset protection planning, nursing home medicaid, Veteran's aid & attendance, powers of attorney, health care directives & living wills, naming guardians for children, ' safeguard planning, and special needs planning.