Family Wealth and Estate Planning

We work closely with our clients and their financial advisors to design comprehensive, sophisticated and customized plans in order to best meet individual and family goals and preserve family wealth.  Our knowledge of income, estate and gift tax allows us to personalize estate planning strategies that respond to client objectives while mitigating potential future tax obligations.  We are familiar with the most current asset protection techniques and use our extensive expertise to help you achieve your retirement, estate planning and charitable goals.

  • Wills and trusts
  • Income, estate and gift tax planning
  • Family limited partnerships and limited liability companies
  • Insurance and retirement planning
  • Business succession planning
  • Powers of attorney and advance directives for health care
  • Private foundations and other charitable programs
  • Probate, estate and trust administration