Estate Planning

In this world, nothing can be said to be certain, except death and taxes (Ben Franklin).  Our deep bench of Estate Planners has the technical expertise and practical wisdom to help clients navigate:

•  Lifetime gifting and tax reduction strategies.
• Business succession during life and after death.
• Providing for financial and medical decision-making in the event of incapacity.
• Disposition of assets among family, friends, and charities.
• Creative solutions for complex relationships.
• Minimization and deferral of state and federal estate taxes.
• Compliance requirements for esoteric gift and estate tax transactions.

Just as no two people are alike, no two estate plans are alike.  Our clients appreciate our strengths in tailoring unique plans which stay grounded in common sense and no-nonsense.  Our decades of experience help us serve clients efficiently and creatively.

We seek to understand what is most important to our clients.  Every answer is unique, running the gamut from family harmony, security for descendants, and wealth preservation, to promoting productive lifestyles and making a real difference in the world.