Estate & Tax Planning

Our estate & tax planning practice focuses on working closely with clients to accomplish their goals. Our clients’ goals often include:

Estate Planning
Wealth Transfer Planning
Charitable Planned Giving
Asset Protection Planning
Special Needs Planning

When working with our clients, we strive to understand our clients’ motivations and find solutions that comfort our clients. We are careful to the consider the pros and cons of decisions as well as their tax consequences. And we take our clients’ privacy seriously and keep our communications confidential.