Helping Clients Plan for the Future
Planning for the preservation and eventual transfer of your business and personal assets is one of the most important gifts anyone can give their family.
Our approach is client-centered and personal. Every client’s situation is unique. We take into account your needs and goals and we help you to achieve both.
Our experienced lawyers partner with individuals, families and business owners to craft customized individual estate plans and achieve their wealth management goals. Our team develops and implements practical solutions geared to protect our clients, minimize taxes and preserve businesses and wealth through multiple generations.
We collaborate with our clients’ CPAs and financial advisors to take a team approach to planning. It takes a 360 degree approach to properly address complex financial issues.
In addition to our comprehensive planning services we also help our clients execute their wishes and insure their goals are met. We administer trusts, estates and charitable entities, serving as trustees and executors to carry out our clients’ objectives over time.