Securing The Future
We focus on the individual needs of our clients, emphasizing personalized planning rather than standardized packages.
Our planning and administration services encompass the full range of economic wealth: real estate holdings, stock and bond portfolios, closely held partnerships and corporations, and significant employee benefits.
Our trusts and estates practice ranges from routine wills to complex plans for large estates to special comprehensive estate planning for young professionals and executives.
Areas of emphasis include gift, estate and generation-skipping tax planning; preparation of wills and trusts; administration of probate and trust estates; estate planning for the business owner; charitable and deferred giving (including private foundations); and representation of executors and trustees.