Trust, Estate & Tax Planning for every stage of your life.

Streamlined Trust & Estate Administration.

Since 1982 an intentionally small law firm focused entirely on...

• Estate Planning, Wills & Trusts
• Estate Planning for Snowbirds
• Estate Administration & Trust Administration
• Tax Returns for Estates & Trusts
• Planning for Persons with Special Needs
• International Estate Planning for Multinationals
• Elder Law & Long Term Care Planning
• Charitable Giving for Maximum Impact

Our Team

Click on a photo to read bio.

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  Bonnie McGuire JonesEsq.

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  Aimee ChristmanParalegal

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  Kelly MurrayCPA, MBA

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  Melissa Larkin (Missy)Paralegal