Protecting your family and your assets for the long term.

General Info

Times are changing. Taxes are rising. Congress passes new laws affecting your family every day. In today's unstable tax, legal, and financial environment, planning for the future is more complicated. To sort out this mess, you need a trusted advisor with specific and deep knowledge in a distinct subset of practice. In order to best serve my clients, I restrict my boutique practice to three areas: *wills, trusts, and estate planning *advising small businesses *tax return preparation and tax planning

HoursOPEN NOW

Regular Hours:

Mon - Fri	9:00 am - 4:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 732-703-7309

Address:

1410 Hooper Ave Toms River, NJ 08753

Email:

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Categories

Estate Planning, Probate, & Living Trusts, Accountants-Certified Public, Estate Planning Attorneys, Tax Return Preparation, Wills, Trusts & Estate Planning Attorneys

Payment Options

debit, check, cash, all major credit cards

Amenities

Due to my legal and tax knowledge, I've earned the distinction of dual-licensure as both an Attorney and a Certified Public Accountant. I also hold the Certified Financial Planner credential. I'm also board-certified as an Estate Planning Law Specialist by the ABA-accredited Estate Law Specialist Board. This board certification entails rigorous testing to demonstrate excellence in wills, trusts, and estates. I've been published on estate planning and small business issues in The New Jersey Law Journal, and have taught continuing education classes to attorneys around the country.

Accreditation

Attorney

Certified Public Accountant

Board Certified Estate Planning Law Specialist

Associations

*Attorney *Certified Public Accountant *Board-Certified Estate Planning Law Specialist