Wealth Management & Preservation
We advise individuals and their families in their personal, financial and business dealings, design estate plans for individuals with both simple and complicated financial pictures, solve complex tax problems and identify and settle issues in estate and trust administration. Our services include:
We serve a diverse client base. Our advice is specifically tailored to a client's situation by working directly with the client and, where appropriate, the client's other advisors. We strive to provide sound tax and business planning advice and to create an estate plan that achieves the client's goals in a manner that minimizes the time and expense of estate administration. Our services include:
Creation of trusts, both lifetime and testamentary, from the most basic to the most complex.
Asset mamgement advice.
Preparation of wills
Preparation of powers of attorney for financial and healthcare matters
We have substantial experience in the area of business planning for owners of closely held businesses, including extensive experience in S corporations and partnership issues. We assist clients in the integration of business planning techniques and estate planning by providing advice on the tax and non-tax issues relating to the transfer of family businesses.