Phil has more than 20 years of experience assisting individuals with estate, wealth, and business succession planning and helping businesses with corporate and real estate matters.
As an estate planner, Phil knows that transferring wealth effectively requires the preservation of family relationship. When advising clients and their families, he devotes significant time to communicating with members of each generation. He strives to develop practical plans that carry out his clients’ wishes and minimize taxes, while also providing the flexibility needed to address unforeseen circumstances.