We assist in all facets of the estate planning process. We work with our clients and their legal counsel to create and administer living trusts, succession planning for their businesses, qualified personal residence trust, GRATS and GRUTS. We also analyze and plan for the client's estate tax liability. By carefully planning the estate, our clients can pass the maximum amount of wealth onto the next generation.

Estate planning not only involves planning for estate tax planning but it also involves transition of wealth from one generation to another. This introduces complexities in the manner in which the wealth is used by the heirs. Many clients are concerned that their legacy remains within the family and is not spent away on frivolous expenses which entails creating dynasty trusts wherein provisions are made for the education of children and grandchildren in addition to providing some financial reserve for the beneficiaries. This is done to protect the beneficiaries in the event they get involved in spendthrift activities where the benefactors feel it is necessary to provide funds for their needs.

The tax code is becoming increasingly complex. We can prepare the necessary individual federal and state tax returns and can help assist our clients with complex tax issues. We help clients understand their income tax liability and help them allocate resources so that they have planning toward their estimated taxes well in advance. Our philosophy is to help our clients build their businesses and their individual net worth so that taxes become primarily an expense, like a utility or like any other necessary expense, so that it is not a burden on the taxpayer when tax time comes. 

We offer notarial services to our clients.