, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in the next phase of their lives. I use leading investment managers and insurance companies to help my clientsfirm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative

/living wills, durable power of attorney for finance matter, irrevocable trusts, irrevocable life insuranceadministration, intestate succession or non-probate transfers as well as conservatorship and guardianshipLimited Partnerships) and operational matters; negotiate, review and draft various legal documents including