Besides our tax and business services, our retirement, estate planning, pension, and related legal services help you and your loved ones with difficult paperwork and situations. We handle:

• Wills
• Wealth Transfer & Estate Planning
• Healthcare Proxies and Power of Attorney
• Probate Administration

We’ll help you understand your retirement savings rights and tax benefits.

Pension Negotiations

If you’re a government employee, firefighter, or police officer, we can help your negotiate, and if needed, fight for, your pension as you shift into new leadership positions.  Your 401 (k) and 457 plans are important to you, which makes them important to us.