ESTATE PLANNING & WEALTH MANAGEMENT

OUR GOAL IS TO PROTECT YOUR LIFE’S WORK

Whether the objective is to provide for the next generation, or leave a charitable legacy, our Estate Planning and Wealth Management practice group can assist in meeting the goal in the most tax-advantaged way. Attorneys in our Estate Planning and Wealth Management practice group are familiar with a range of estate planning methods, from simple and conventional techniques to more cutting-edge approaches.

Working closely with CPAs and other client advisors, we create thorough, sophisticated estate plans using the very best strategies and the latest thinking. We are mindful of the sensitive issues involved in our work and, as our client, you will appreciate our personal, hands-on approach.

Our Estate Planning and Wealth Management practice group assists clients and their families with a variety of important matters, including:

  • Estate and gift tax issues
  • Succession planning
  • Wills and trusts
  • Estate administration
  • Charitable planning
  • Foundation structuring and set up
  • Disability planning
    Estate
  • Administration (i.e. probate)

We are here for you

Let’s talk through your specific needs and figure out the best solution.