We work with our clients’ financial and tax advisors to develop an estate plan that will meet the needs of our clients whether they are individuals or business owners.

 

We have been retained by financial institutions and financial consultants to provide estate planning solutions for high net worth individuals looking to minimize probate fees or estate administration tax.

 

Our business clients look to us to help them with their business succession planning and dealing with complex assets. We will design and implement a customized estate plan that will meet your needs regardless of the size or complexity of your assets.