Practice Areas
Estate Planning
Most of our clients desire peace of mind, knowing that when the time comes not only will the burden on their family be as little as possible, but that their wishes are carried out.
We can put a plan in place that is best for you based on your individual situation. We will also assist your family in carrying out your wishes.
- Wills & Probate
- Trusts & Trust Administration
- Estate & Gift Tax Issues
- Charitable Giving
“Justice is the sum of all moral duty.”
(William Godwin)
Business Planning
Every business needs a plan for the future and succession should be a part of all of those plans. We can customize a plan that will put you at ease, knowing that if anything should happen to you, your family and your employees will both know what to do and be taken care of.
- Entity Selection and Formation
- Exempt Organizations
- Succession Planning
“Common sense often makes good law”
(William O. Douglas)
Tax Law
Our goal in tax planning is to minimize our clients tax liabilities as much as possible while remaining in compliance with tax laws.
We will customize a tax plan for you based on a multitude of factors, but our general goal is to avoid controversies while saving you as much money as possible.
- Tax Planning
- Wealth Preservation
- Tax Controversy