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Our services

Where to start

Most people come to us at one of three moments. Planning ahead, handling a death or lost capacity, or holding digital assets no plan accounts for. The first conversation is free, and can take up to 30 minutes.

Plan ahead After a loss Emerging tech

Plan ahead

Before you need it, while every option is still open.

Estate & Trust
Planning Wills, Trusts, Powers of Attorney, Health Care Proxies and more. Special Needs
Trusts Protect a loved one who no longer has capacity. Medicaid
Planning Qualify for long-term care benefits while protecting what you can.

After a loss

When someone you love has died or lost capacity.

Estate & Trust
Administration Assistance with managing the probate process and trust administration. Guardianship Protect a loved one who no longer has capacity and left no documents.

Emerging tech

Advising on digital assets since 2017.

Digital Assets &
Blockchain Estate and tax planning for crypto. Advising since 2017.

Start with a free conversation

Up to 30 minutes. In person, by phone, or over Zoom.

Book a consultation or call 908 514 8008