Estate Planning Services

It is a mistake for people to believe estate planning only applies to wealthy individuals. You are planning for your future. You could be placing serious decisions that would be made on your behalf by a court nominated individual if you become incapacitated or disabled. This would include health care decisions and decisions concerning the management of your assets.

with a proper estate plan you make your own decisions concerning your future; decision as to how your property is to be distributed that will ultimately minimize or eliminate estate taxes, court interference and costs, and the expenses of probate. A proper estate plan will:


The relevant cost of having an estate plan is small when compared to the alternative. In the end, a comprehensive estate plan provides clients with peace of a mind.

Our Services

Most companies need more than just an accoutant. They need a business advisor that understands the ins and outs of most complex financial aspects of business with an understanding of tax law, and how it applies; someone to provide strategic guidance.

financial planning services MD

Financial Planning

Financial planning is essentials to maintaining your business for growth and improvements in services.

Tax planning Service

Tax Planning

Any business wanting cost savings and growth needs end of year to plan for reducing your income tax.

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Tax Return Preparation

We can prepare your taxes for indiviuals and businesses. Over 25 years in tax law.

business mergers

Mergers & Acquisitions

Our mergers and acquisition consulting helpa clients navigate the process of mergers and acquisitions to help clarify the business goals.

planning for retirement

Exit Planning Corporations

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.

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Estate Planning & Wealth Managment

Proper estate planning can save families large amounts of money and stress when they are at their most vulnerable.