Estate planning helps preserve the fruits of your labor for future generations or for your other interests or wishes. A good estate plan accomplishes this by minimizing taxes payable at death and by minimizing estate administration expenses. We work closely with established estate and tax attorneys to better position our clients with the most beneficial entity planning vehicles.

An important element in estate planning is gift planning and we look for tax-efficient opportunities to transfer wealth (wealth transfer vehicles). Finally, we work side-by-side with the executor or administrator of an estate through the sometimes complex and time-consuming duties and details of identifying, gathering, managing and distributing assets according to the deceased wishes.


In an ever-changing tax and financial environment, it is imperative to engage seasoned professionals for insight and expertise. We deliver results through diligent and detail-oriented work, regular communication with our clients, and fostering personal relationships. We also transmit periodic newsletters and e-alerts to provide the latest financial news and reminders. To learn more about whether we could fit your tax or accounting needs or merely join our mailing list to receive financial updates, news, and resources, click the link below.

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