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