Development of a comprehensive plan is key to achieving your goals. Our professionals work closely with you to understand your needs and concerns in order to prepare a customized estate plan. In addition to having in-house legal expertise, we also work closely with outside attorneys and others to resolve any issues related to other professional disciplines, including preparation of a will and trust. Once the estate plan is prepared, we can assist with proper implementation, periodic monitoring and ongoing administration to ensure its success.

Minimizing taxes and achieving financial security are the foundation of your estate plan. Tax expertise and professional experience allow us to resolve technical issues including probate avoidance, trust funding, gifting and proper titlement. We also assist heirs on taxation issues such as asset valuation regarding a “step up in basis.” The focus is on asset preservation and tax minimization.

Our estate and trust services include:
- Development of an Estate Plan
- Assistance with Gifting Issues
- Preparation of Trust, Estate and Gift Tax Returns
- Estate Asset Valuation

Estate planning is a very personal and individual process. Our expertise is the cornerstone to building the trust and peace of mind that are key to a successful plan.