PROFESSIONALS

Executives and professionals face unique planning needs. Often those individuals have extensive investment in tax deferred or retirement accounts. As a former CPA, our principal attorney, Mario Correa, helps minimize the inevitable tax implications facing these professionals.These are many other destroyers of wealth the professional may not be aware of. We point out a professional’s blind spots. We help you plan and preserve the wealth you are creating and have created over a lifetime of disciplined practice. 

As the estate planning attorney for many executives, attorneys and physicians, you will find our unique approach will exceed your expectations. Please contact our office to schedule a consultation.