Our clients range from individuals with assets of thousands of dollars to persons with assets valued in the millions of dollars. We work directly with the client, and, where appropriate, the client’s advisors and accountants. Our goal is to provide tax and business planning advice and create an estate plan that achieves the client’s goals while minimizing the time and expense of estate administration.
Traditional estate planning attempts to grow and preserve a client’s wealth while effecting the most tax efficient transfer of assets to family members and other significant individuals, as well as charitable organizations. Estate planning plays a critical role, both during and after one’s life. Individuals must consider use of wills, trusts, powers of attorneys, living wills and organ donation forms, as well as other vehicles of planning. We understand the recent changes in the law and have counseled numerous clients in making decisions to preserve and increase their wealth during their lifetime, to ensure their healthcare decisions are respected, and to transfer their wealth to future generations.