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See What Our Customers Say:

"More than satisfied; pleased and confident in services and friendly support."
- F&MJ

"Friendly, professional, efficient. The only tax preparer I ever looked forward to seeing."
- MB

 

Personal Estate Planning

Our objective in estate planning is to eliminate or minimize the bite of estate taxes and to insure that the disposition of your estate is carried out according to your wishes. We are able to work with your team of advisors or help you assemble a team by introduction to our extensive network of attorneys, bankers and insurance professionals.