Estate Planning

Through education, counseling, and co-created planning, we help individuals meet their estate planning needs. This is achieved through controlling their property while alive and well, providing for themselves and their loved ones if they become disabled, and giving what they have to whom they want, when they want, and the way that they want. All of this is done with fully disclosed and controlled settlement costs to them and those they love.
estate planning

Wills & Trusts

wills & trusts

In keeping with this, we focus on the following critical issues: Do you have an up-to-date plan? What will happen to your loved ones should you become disabled? Is your family protected against a disability or loss? Do they know your wishes? Are your assets property titled, and is the settlement of your estate planned to prevent complication and unintended beneficiaries? Will your estate be subject to an estate tax?

Business Transactions

All businesses big and small require strong legal guidance and representation. We provide strategic counseling and legal planning for all your business dealings and succession planning as it relates to your overall estate plan. How is your business structured? What are your tax plans? What happens when faced with a lawsuit? How are the assets and roles redistributed in the event of a partner’s retirement or death? We’ll help you build a sound business plan that covers all your legal liabilities concerns.

business transactions


Our Free




Tom is a rare combination of high intellect with good old-fashioned common sense, and congenial yet aggressive at the appropriate times. He is the quintessential professional ‘a class act’ and ultimately, the counselor and business advisor you want, and more importantly, need on your side.

– Joan

Tom was invaluable in getting us to close on the deal. He was top shelf from day one in professionalism, diligence, perseverance and work ethic. Whether it was late nights, working weekends or cancelled vacations, Tom was there for us every step of the way.

– Bill

Tom really helps us think about exactly what we want in planning, and how to achieve our identified goals. And all of this is done with a caring and personal touch.

He does really does care about us!

– Peggy

We Help Clients

Develop, Implement and Maintain Plans That Work,

Both for Today and Tomorrow.​