By New York standards, we are a pretty small firm. But don’t confuse small size with limited services. We have one of the largest and most highly respected estate planning, probate, tax and elder financial practices in the country. Our planners are nationally known. We write for national publications, such as Financial Planning magazine. Because of our expertise, we are invited to give lectures to organizations of seniors and financial planners.

Over the years, we’ve received numerous professional honors and awards. But there is no honor that we value more than hearing a client tell us how much they appreciate our kindness, attention, and, of course, financial and estate assistance of the highest quality.