Practice Areas
Our Comprehensive Services
Wills & Trusts
The foundation of a successful estate plan includes a will and, possibly, a trust that transfers assets at your death. Our professionals prepare this essential foundation and build on it by advising on other aspects of your estate plan, including beneficiary designations for retirement accounts, insurance, tax minimization, and asset protection.
Learn MoreEstate Administration
Following a death, numerous tasks need to be handled and choices need to be made to properly administer an estate or a trust. We advise regarding estates of all sizes and can assist with all aspects of administration including probate, income taxes, estate taxes, and property transfers.
Learn MoreClosely Held Businesses
Planning for the creation, acquisition, or transfer of a closely held business involves tax planning and estate planning. We advise business owners and create plans that benefit both the business and the business owner.
Learn MoreTaxation
Taxes touch on many areas of life, and a knowledgeable tax advisor can be an invaluable asset to preserve wealth. Our professionals can prepare gift and estate tax returns and advise, develop, and implement tax saving strategies for individuals, trusts, closely held businesses, and tax exempt organizations.
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