Services

Estate Planning

Using wills and trusts to protect your hard earned property and ensure that it goes to your loved ones when you want it and how you want it and minimize family conflict.

Probate/Trust Administration

Helping navigate probate and trust administration to effectively distribute your loved ones property to their heirs after passing away.

Small Business

We assist with individuals or groups interested in starting a small business, purchasing a business, maintaining a business, selling a business and business succession planning.

Special Needs Planning

Planning for a family member with special needs requires special care and observation to ensure that there's no disruption in receiving benefits.

tax image for those who are having problems with taxes

Tax Resolution

We assist with individuals and business owners who are involved in a dispute with the IRS involving past taxes owed, discrepancies in previously filed returns, gift tax issues, and more.

Real Estate

We assist buyers, sellers, investors, and home owners with purchases, sales, contract review and disputes.

Estate Planning

Probate/Trust Administration

Small Business

Special Needs Planning

Tax Resolution

Real Estate

Business Valuation Basics

What’s Next for Buy-Sell Agreements After Connelly

Why Back-to-School Season is the Perfect Time to Review Your Estate Plan

Medicaid vs. Medicare: Key Differences and Eligibility Requirements