Workshops
Putting Your Legacy on Cruise Control
Event information coming soon!
Experiences From Our Happy Clients
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Estate planning and asset protection tailored to meet your needs. Auto-Pilot Planning Program is an additional annual cost but provides seminars, annual updates, and other benefits for the trustees and family.- Lisa T.
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We love Joshua Dorcey. Whenever I have a question I can reach someone, in the office, who can help. I have always had a pleasant person helping me. There are special activities which keep us informed of the latest in tax laws and activities to have fun... we wouldn't go anywhere else.- Pamela P.
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“We have referred a couple of relatives and friends to this office for some legal work. Attorney Erica Cohen did a perfect job, professional, fast and efficient.”- CW M.
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So far, meeting all our needs. Josh is very experienced and we feel comfortable with his advice and recommendations. Friendly staff and voted in top 10 best places to work.- Harry N.