• Trusted Council

    You want to leave a legacy. We want to make sure it's entirely yours.

  • Collaborative, Empathetic, and Approachable

    A breath of fresh air.

  • We've earned our reputation.

    Focused. Customized. Creative.

Colin O. Sherer Promoted to Partner | February 23 2018

Colin’s practice is focused on assisting clients with tax-efficient, multigenerational estate planning as well as trust and estate administration.


Renee Evangelista to receive Distinguished Award | February 14 2018

We are pleased to announce that Renee Evangelista will be honored by the Rhode Island Foundation at its 2018 Annual Meeting on May 24, 2018.


2017 Tax Reform: Increased Transfer Tax Exemptions and Planning Opportunities. | January 19 2018

The Doubling of the Exemptions to the Federal, Estate, Gift, and Generation-Skipping Transfer Taxes Creates Both Planning Opportunities and the Need to Revisit Your Estate Plan