Advising Through
Life's Big MomentsSM

Providing “total counsel” through understanding, integrity and expertise


Attorney Allen J. Margulis built his practice on the premise of being a comprehensive, personal and business firm for its clients. The firm focuses on developing thorough and meaningful relationships that are founded on the aspirations of clients and their families and businesses. The firm embraces the “Team Approach”, working closely with professionals of other disciplines to maximize protection and planning for its clients. The firm believes that by having all the “minds” around the table, the clients’ interests are put first and checks and balances are established and maintained.

Practice Areas

Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.

Fundamental Estate Planning

Your path in life may hit a bump with incapacity. Having the right people able to step in at the right time and handle your affairs as if you were doing it yourself is a primary objective that can be secured.

Tax Preparation and Planning

Proper planning within the framework of tax code will allow you to keep more of your hard earned money.

Probate & Estate Administration

Considering how your assets can be protected to provide for those you love at the times most appropriate for them to receive.

Business Advisory

Whether you are about to embark on a new venture or prepare for the exit of a business you have spent years building a thoughtful strategy will ensure you preserve and protect as much of your efforts as possible.

Real Estate

Obtain peace of mind and reduce the stress during your real estate purchase or sale which may be the largest transaction in your lifetime.


Every transaction you engage in can have tax consequences. Maintaining good accounting records will allow you to make great financial decisions quickly and easily.

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