A wise person plans ahead and this axiom applies equally well to the important area of personal financial and estate planning, as well as family wealth and business transition planning. We enjoy working with our clients in developing estate planning strategies to enable them to acquire the peace of mind that often comes with getting one’s affairs in order. Our attorneys have handled both complex tax-sensitive estate planning and planning for modest estates. Some client’s estates are encumbered with complex family relationships requiring sophisticated arrangements. We understand and possess the necessary skills and patience to work with our clients in pursuing the solutions to give peace and satisfaction in putting their personal and business wealth transition plan in place.
Please click here to complete our Client Estate Information Form. Mail, fax or e-mail the completed form to our Estate Planning group.