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

Streamlined Trust & Estate Administration.

Our Team

Bonnie McGuire Jones, Esq.

Bonnie McGuire JonesEsq.

For 35 years, Bonnie McGuire Jones has provided Trust & Estate Planning & Administration for residents of the greater Saratoga – Capital Region. Bonnie holds the highest rating for both expertise and ethics (A-V Preeminent attorney) awarded by Martindale-Hubbell, the independent rating service of the legal profession.

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Aimee Christman

Aimee ChristmanParalegal

Aimee Christman is a paralegal who helps our clients with their Estate Planning and Estate Administration legal needs. Together Aimee and Heather Sano make an impressive paralegal team who truly enjoy working with people, are very productive and have great senses of humor!

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Kelly Murray, CPA, MBA

Kelly MurrayCPA, MBA

Kelly graduated with honors from Siena in 1993 with a BBA in Accounting and went on to earn an MBA from Union in 1994. She became licensed as a CPA in 1999. Kelly has prepared fiduciary and personal income tax returns every year since 1995, in addition to developing a bookkeeping practice for several businesses.

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Melissa Larkin, Paralegal

Melissa Larkin (Missy)Paralegal

With 14 years experience as a paralegal and in banking, Missy moved back to the Capital District to provide end-of-life care for her mother. While working in the bank’s commercial department, one of her responsibilities was real property tax payments and tax record documentation.

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