We believe there is no “typical” problem in the area of personal and estate planning as life circumstances and assets are unique for each person. We emphasize planning tailored to realizing family objectives and to ensure that your hard-earned assets are passed on in the manner that you feel is appropriate to the people that are important to you.
We begin by helping our clients define their overall objectives, then find a tax-efficient way to achieve those objectives. Our implementation of estate planning, which reflects family and tax objectives, requires firsthand experience with estate and gift tax laws and the ability to draft concise legal documents. Of course, all aspects of our representation are held strictly confidential.