• Design and development of estate plans to reduce estate and/or gift tax and maximize family wealth.
• Development and implementation of business succession plans.
• Strategy development—including the use of charitable trusts, private foundations or public donor advised funds—focused on minimizing estate, gift and income tax, including.
• Working with clients to identify long-term care needs and implement solutions to ensure needs are met.
• Pre & Post mortem tax planning.

• Reduce the amount of taxes that will have to be paid

• Increase the likelihood that your assets are distributed the way you want

• Provide the liquidity needed for estate settlement expenses at a minimum cost

• Our professionals will leverage their experience and expertise to ensure that your estate plan provides you with the peace of mind that your assets and family are being properly protected.

• Prepare estate, trust and individual income tax returns.

• Prepare judicial and non-judicial fiduciary accountings.

• Perform post-mortem tax planning

• Work with executors and beneficiaries to minimize estate tax and income tax.

• Assist beneficiaries in resolving family disputes regarding inheritable assets.

Our Four Imperatives

1. Individualized Service

We understand the importance of personal consultation. We believe that personal service and attention to detail are imperatives. We have developed a unique menu of services that utilizes a number of external resources, giving us the ability to deliver well-researched advice personalized to your needs.

2. Preparation

We see today and prepare for tomorrow. In today’s tumultuous business environment, the planning of today may need to be adjusted, sometimes drastically to meet the needs of tomorrow. We balance current and future considerations when we develop solutions. Our goal is to advise with flexibility.

3. Relationships

We value enduring relationships. We view ourselves as your “partners” in an ongoing professional relationship that leverages our skills with the skills and interests of you, our individual clients.

4. Empowerment

We empower our clients to make the decision. It’s true we design the solutions to assist our clients. But equally importantly, we apply teaching techniques to assist our clients to know the “how” and the “why” of a solution. It is only then our clients can make an informed decision.