Our clients cover the whole economic spectrum and include individuals, professional athletes and corporations, some are the wealthiest in the country and some are hourly employees. All are treated with dignity and respect. I specialize in helping clients create, protect and preserve their net worth, as well as helping clients slash their estate tax settlement "costs" by up to 90%!!
In addition...we show clients how to give more to their favorite charity at no additional cost to them! We love working with not for profit organizations increasing their endowments!!