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We believe that effective planning begins with close collaboration, not just between us and our clients, but also with other professionals.  In fact, many of our new clients come to us as a direct result of referrals from nursing homes, assisted living facilities, hospitals, social workers, and geriatric care managers.  

If you have a resident or patient who could benefit from our Life & Estate Planning services, please feel free to give us a call or have him/her/their family contact us directly at (914) 686-7272.  We look forward to the prospect of working together with you in ensuring that your resident/patient is properly cared for and that all his/her planning needs are fully met.   

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