Personal, conscientious attention and service are the foundation of Thomas DelPup’s boutique financial and estate planning practice. Using a cross-discipline approach in the fields of law and financial planning, Thomas offers clients a true holistic financial and estate planning environment that improves efficiency and convenience in the planning, implementation, and maintenance of financial and estate plans.  Thomas assists clients in a truly comprehensive manner to achieve their goals and peace of mind.

The services Thomas provides to clients include:

  • Comprehensive financial and estate planning
  • Will and trust preparation
  • Special needs trusts and planning
  • Estate and trust administration and settlement
  • Asset protection planning
  • Formation and administration of charitable foundations and trusts
  • Social Security Optimization Strategies
  • Retirement income planning
  • Retirement plan rollover and distribution planning
  • Retirement plans for closely-held businesses
  • Investment portfolio auditing
  • Life insurance needs analysis and policy status/suitability review
  • Real estate transactions (residential and commercial)
  • Business startup and formation
  • Business continuation/succession planning