Estate and Tax Planning

Our firm understands your desire to plan for your future and that of your family. We advise you on how to achieve your goals in light of the challenges wrought by today’s and tomorrow’s health needs, taxes, business and family transitions, and estate and retirement planning. We provide guidance on federal and state tax issues and on how to manage and protect your assets. Our representation includes the preparation of wills, health and financial powers of attorney, the creation of trusts, charitable and foundation planning, probate and estate administration, business succession planning, retirement benefits, wealth management and, if necessary, related litigation support at the local, state and federal levels.