Estate & Business Succession Planning

We counsel families and business owners on all aspects of personal estate, tax, asset protection and business succession planning including:

  • Estate planning - will and trust drafting and related services
  • Counseling on family matters
  • Dealing with the Internal Revenue Service
  • Gift planning
  • Advising on and creating charitable foundations and trusts
  • Planning for management succession
  • Wealth management
  • Structuring life insurance and benefit programs
  • Developing and implementing exit strategies for business owners