Our Firm assists families, executives and entrepreneurs with designing and implementing estate planning and wealth preservation strategies.
Our Firm invests the time to learn about each client’s long-term goals, family situation, investment structure, business holdings, tax status and insurance coverages. We desire to understand each client’s comprehensive situation before recommending and implementing a course of action.
Our clients’ estate plans are customized to their individual circumstances. Our clients’ estate plans may include wills, revocable living trusts, irrevocable trusts, durable powers of attorney, healthcare powers of attorney and advance directives.
We may also recommend estate planning structures designed to protect assets, achieve favorable tax treatment, enhance charitable giving or mitigate fiduciary litigation risk.
We also work closely with business owners to review and develop business succession planning structures to preserve value and transition control in the event of unexpected illness or death.