A modern approach to a traditional practice.
Wealth Structuring and Succession Planning
Proactive Fiduciary Services
Estate Ligation and General Dispute Resolution
501(c)3 Creation and Advisory Services
Who are we?
The Firm provides multi-generation estate planning, plan execution and plan protection, always seeking to the raise the bar in client service.
Dedicated team with over 50 years of experience
The Firm prides itself on family wealth planning and wealth preservation. The Partners and administration support staff are proud to continue the legacy of their former firm, Morris & McVeigh LLP (now-dissolved).Our team