Personal focus and service
Estate planning involves much more than preparing a will. With our personalized estate planning services, we assist families in creating, using, preserving, and protecting their wealth for future generations. Our goal is to improve your financial welfare and peace of mind.
We continually work with your attorneys and financial advisors to establish an effective team and create an estate plan that meets your exact needs. While achieving your estate planning objectives is important, we also help maintain family harmony throughout the process.
Areas of Expertise
- Alternative valuations of estate
- Bequests to charity
- Business valuations
- Passing wealth to grandchildren
- Planning after death
- Preparation of all federal and state returns
- Special tax saving elections