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01. Individuals and Families

Trusts and Estates

You've worked hard to acquire your assets. Your investments, collections, heirlooms, real estate, and other assets have matured and grown with you. We help you preserve and protect those assets for your use and for your generations to enjoy. Each plan is uniquely tailored to reflect your wishes clearly and strategically. We partner with you and your other trusted financial professionals to create a balanced and efficient plan. 

Zoning and Land Use

The benefit of a local and long-standing practice is access to local boards and an understanding of local practices and zoning board proclivities. We tackle each client zoning and land use matter by applying our decades long experience with creative solutions that can appease neighbors and regulators alike, all while maintaining our clients' goals.

 48 Years of Accumulated Practice

Request a Price Quote

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