Estate planning can be complicated, but it doesn't always need to be.  That doesn't mean solutions are easy, but our years of experience allow us to strategically position our clients to protect the wealth that they have worked many years to create.

We handle complex estate and gift tax planning issues focusing on strategies to assist our clients and their families to minimize estate and gift taxes, while planning for your family's financial future.  We offer comprehensive estate planning services for individuals and families to facilitate wealth preservation and asset management.  These opportunities include the creation and use of family limited partnerships, irrevocable trusts to receive gifts or life insurance, qualified personal residence trusts, revocable (living) trusts, tax-oriented wills, charitable trusts, private foundations, grantor retained income or annuity trusts, sales to "defective" trusts, preserving and transferring family-owned businesses, and creation of family limited partnerships and limited liability companies.