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.