We help families preserve their wealth during and after their lifetime

Through our unique process, we help families to protect their assets from nursing home costs, preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.  We provide customized Estate Planning services to meet all of our clients’ needs.  Education is our focus in guiding our clients on the path towards protecting their family’s future.


Leo T. McGrath
162 Prospect Hill Road
Suite 100
Brewster, NY 10509
845 207 3093