The firm provides individual estate, gift and charitable tax planning. Planning services range from the creation of basic estate plans to designing more intricate arrangements for passing assets to younger generations.
The firm works with small businesses on corporate formation, maintenance of corporate records and business succession planning.
We assist spouses, heirs, and trustees in post death trust administration. We provide advice with respect to appropriate trust allocations, legal requirements and duties of fiduciaries.
In the event an estate must be probated, we prepare all court filings and coordinate and advise on all aspects of the probate process.