I take the time to listen to your desires, and to make sure they aren’t thwarted after you’re gone. I also understand that changing tax laws and family issues require changes to your plan. I can stay with you for the long term, adjusting your plan as your circumstances change. Licensed as not only an attorney, but also a certified public accountant and certified financial planner and Board Certified as an Estate Planning Law Specialist (by the ABA-accredited Estate Law Specialist Board), I can handle all aspects of your plan.
I don’t just focus on your financial needs but also provide comprehensive planning for all areas of your life. Health care directives, powers of attorney, living wills and insurance advice are just some of services we provide.
Our Old Bridge area estate planning office is an easy trip, just a short ride from Route 18. Coming from Route 18, you would exit onto Route 520 East. Our office will be on Route 520, on the right hand side, just after you pass through Lincroft.