Business Description
For more than 25 years, his clients have included seniors with grandchildren, “sandwich generation” caregivers, young parents with newborns, couples whose adult child has significant disabilities, individuals in non-traditional relationships, and single people. Some of his clients possess great material wealth; others do not. Some are motivated to preserve assets in a challenging wealth transfer tax environment. Others are primarily concerned with safeguarding the well-being of their dependents. Still others focus their energy on improving life on this planet through charitable means.