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Mr. Cummins is our resident expert in estate and philanthropic planning and in that capacity serves our clients in creating a plan that will be both effective and efficient while having a positive impact on the causes they care about.

A specialist in sophisticated estate and charitable planning techniques, he has over 39 years of experience both as an estate and philanthropic planner and as an executive director of a large charitable organization in Florida.

Using proprietary tools that establish clarity and confidence, he works with clients to establish a new paradigm of planning that puts you in control and in the center of the estate and philanthropic planning process. His primary objective is to help you discern the variety of strategies and tactics that are in the marketplace today and make wise decisions concerning your legacy.

Please feel free to contact him for a complimentary consultation.