Trusts and Estates and Tax Planning Services

We have experience in all areas of tax and estate planning for businesses and individuals. Our services include the development of business plans, capital gains tax planning, advice on retirement plans and IRAs, the creation and implementation of estate plans and the analysis of asset valuations for estate and gift tax purposes. To assist our clients in meeting their financial goals, we establish family partnerships, limited liability companies, private charitable foundations, charitable trusts, real estate trusts and we develop life insurance plans, including life insurance trusts. We assist individuals and corporations who act as executor, administrator, trustee, conservator, guardian or in other fiduciary capacities. We are able to respond to a wide variety of issues and problems, including the preparation of probate and tax documents, representation before the IRS and state tax departments in audits and assistance with claims, asset valuation, management, estate distribution and tax planning.