Home
Practice Areas
- Wealth Preservation, Estate & Tax Planning
- Probate & Trust Administration
- Business Structuring & Succession Planning
- Planning for Business Owners, Entrepreneurs, Real Estate Professionals & High Net Worth Individuals
- International Tax Planning
- Charitable Planning
- Special Needs Planning
Blog 
- Wealth Preservation, Estate & Tax Planning
- Business Structuring & Succession Planning
- Planning for Business Owners, Entrepreneurs, Real Estate Professionals & High Net Worth Individuals
- International Tax Planning
- Charitable Planning
- General
Document Library
- Wealth Preservation, Estate & Tax Planning
- Planning for Business Owners, Entrepreneurs, Real Estate Professionals & High Net Worth Individuals
- Newsletters
- Careers
- Planning Techniques
- Downloadable Forms
- General
Frequently Asked Questions
- Wealth Preservation, Estate & Tax Planning
- Probate & Trust Administration
- Business Structuring & Succession Planning
- Planning for Business Owners, Entrepreneurs, Real Estate Professionals & High Net Worth Individuals
- Charitable Planning
- Special Needs Planning
News
Video Library
- Wealth Preservation, Estate & Tax Planning
- Planning for Business Owners, Entrepreneurs, Real Estate Professionals & High Net Worth Individuals
- General
Testimonials
Members
- Stuart R. Morris, Esq., CPA, B.C.S
- Gregory S. Bloshinsky, Esq., B.C.S.
- Michael S. Gross, Esq., LL.M., B.C.S.
- Gessimbergue (Gessie) S. Monteiro Jr., Esq., LL.M.
- Laura Ahlers
- Patricia Ammirata
- Charlene Anderson, FRP
- Ryan Chusid
- Judy A. Corveleyn
- Mary D'Amore
- Kate Duffey
- Sarah Dumas, FRP
- Brenda Fial
- Shawna R. Holmes
- Lidia Iturria
- Simone Kochav
- Sohaira Lopez, FRP
- Patricia A. McDaniel
- Sheryl Medved
- Angela W. Richard
- Veronica Rolon
- Heather Stephens
- Caryn L. Stumpfl
- Charlelle Thomas
- Kristin Yarbrough
- Madison L. Young, M.S., J.D