Our practice involves wealth enhancement and transfer for individuals and business succession planning for closely held businesses. Representing our clients often involves more than drafting, but understanding the dynamics of their family, and their businesses. We use our business and legal experience coupled with problem-solving abilities to design an Estate Plan that meets your objectives.
Our approach to estate planning includes a thorough review of your lifetime and testamentary planning needs. Typically, a client will need comprehensive, goal-oriented analysis, as well as traditional estate planning. Where appropriate, we recommend and execute the most sophisticated techniques to reduce transfer and inheritance taxes.
Applying the appropriate technique to the right client situation is a function of experience and judgment that we have developed over many years by exclusively focusing our practice on all aspects of Estate Planning. Our firm is proactive.
We recognize that you cannot be expected to know the most current estate-planning techniques and we do not hesitate to present you with ideas that may be helpful to further your goals.