We Are Your
First Advisor

We are legal, accounting, and business minds delivering exemplary service.

Personal Law Services

We help you plan for and navigate life changing events through deploying estate planning techniques to avoid probate and guardianships. We also probate estates and administer trusts with robust accounting, and tax planning and preparation services.

Business Law Services

We help you plan and manage your business around your lifestyle and to ease management transition when life changing events occur.

International Inbound Connectivity

We assist non-US persons protect their US investments and minimize taxes through deploying estate and tax planning techniques to avoid guardianship/conservatorships and probate.

Accounting and Tax Services

Accounting and Tax for estates, trusts, and guardianships with an eye toward timely keeping interested persons, courts, and governing authorities informed.

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Consultation

We are legal, accounting, and business minds delivering exemplary service.

Call Us today

We Are Your First Advisor