Estate Planning

Our estate planning team assists with the transition of family wealth and estate succession. Our team of experts has over 80 years of combined experience working with family-owned and privately held companies, as well as high-net-worth individuals. Our primary goal is to assist individuals and their attorneys to effectively transfer wealth while minimizing unnecessary estate, gift, and generation-skipping taxes. In addition, we can coordinate all of your Trust, probate, and estate planning needs to ensure a smooth transition while minimizing emotional, tax, and administrative burdens. More information»

Legacy & Wealth Planning

  • Estate Planning, including any potential tax law changes
  • Gift Planning
  • Inheritance or death tax ramifications
  • Development of family transition strategic plan, which includes a "panic book" with passwords, key contacts, etc.
  • Tax compliance

Post Mortem

  • Postmortem Planning
  • Estate administration (assist family upon death)
  • Preparation of Estate and Fiduciary Tax Returns
  • Probate or Court Accounting Preparation

Estate Planning Insights

Questions about Estate Planning?

Contact us today. Our dedicated team is happy to help.