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