Our expertise

Estate Planning & Tax

A clear plan for what comes next.

A financial adviser explains tax documents to a client across a wooden desk.

Coordinated legal and financial counsel for your family and the assets you have built. Richard brings an attorney’s judgment and a CPA’s perspective to planning and tax matters.

How we help

  • Wills & trusts
  • Estate planning & probate
  • Tax planning & IRS matters
  • Asset protection