745 Fifth Avenue, Suite 500, New York, NY
+1 212-431-PLAN (7526)

PROTECT WHAT YOU LOVE

Contact Us to Find Out How
Lovely infant foot with little white daisy in mothers hands

We help growing families protect their children and plan for the future.

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Happy family with children at the airport. Parents and their children look out the window at the plane.

Non-US Citizens face unique tax and non-tax challenges in protecting their loved ones and planning for their wealth.  We help you navigate the confusing rules involved when your family or financial ties cross borders.

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Retirement is the perfect time to start thinking about your legacy.  We work with you to design a plan that reflects your values and provides for those you love.

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Dread doing your will?  Find estate taxes horrifying?  We hear you!  Estate planning is never on the list of things you want to do.  But it is on the list of things you need to do to protect your assets and provide for your loved ones.

While estate planning is not something that most people look forward to, many of our clients find the process to be intensely meaningful.  None of us is going to be around forever, and making sure our loved ones are taken care of when we're gone is one of the most important and selfless actions we can take.  Protecting those we love and designing a legacy that reflects our values can be incredibly rewarding.

We take that responsibility personally.  Many of our clients become our friends, and we often become a lifelong advisor to families.

If estate planning is on your to-do list, we'd love to hear from you.

What Our Clients
Say About Us

I really appreciated the way you helped me in a speedy, understanding and compassionate way.

Hardy H.

I wanted to thank you from the bottom of my heart for all of your kind attention to this matter since the very first day I met you.  You did the most outstanding job, going beyond what I thought an attorney would ever do for us!  I thank you so much for going beyond being a good lawyer in so many ways, and being a great person to us.  I will forever think of you with great gratitude. 

Fran S.

Exactly what I was looking for – smooth, efficient and painless.  I have already recommended Shannon’s services to a number of others.

Chris M.

We very much enjoyed working with you. You were available, responsive, on time and asked important questions that went beyond our expectations in to help us plan better. I already recommended you to one of the moms in my group.

Jaylon B.