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Wills & Trusts

  • New baby?
  • Retiring?

During times of transition and beyond, ensure your loved ones are protected and your intentions are honored.

Trusts & Tax Prep

  • Freelancer?
  • Letter from the IRS?

Get help navigating the tax maze tailored to your situation.


  • Analysis and clear presentation of financial information
  • Research, drafting, discovery review, witness and exhibit preparation

Notary Services are also available.