Times are changing. Taxes are rising. Congress passes new laws affecting your family every day. In today's unstable tax, legal, and financial environment, planning for the future is more complicated. To sort out this mess, you need a trusted advisor with specific and deep knowledge in a distinct subset of practice.
In order to best serve my clients, I restrict my boutique practice to three areas:
Due to my legal and tax knowledge, I've earned the distinction of dual-licensure as both an Attorney and a Certified Public Accountant. I also hold the Certified Financial Planner credential.
I'm also board-certified as an Estate Planning Law Specialist (by the ABA-accredited Estate Law Specialist Board). This board certification entails rigorous testing to demonstrate excellence in wills, trusts, and estates. I've been published on estate planning and small business issues in The New Jersey Law Journal, and have taught continuing education classes to attorneys around the country.
More than just knowledge itself, I believe what makes me different is my singular focus on applying this knowledge to help you create a stable and secure future for you and your loved ones. Having lived at the Jersey Shore my entire life, and having practiced at the Jersey Shore my entire career, there’s a good chance I’ve helped one of your friends, relatives, or colleagues in the past. I’d like to help you as well.