Estate Planning

Our firm serves as an estate planning resource not only to our clients, but also to:

  • Other Law Firms
  • Accounting Firms
  • Financial Firms
  • Clients
Let's Connect

Lawyer explaining legal situation to her clients

Estate Planning

Our firm serves as an estate planning resource not only to our clients, but also to other law firms, accounting firms for their difficult and unusual estate planning needs. Our firm has the experience to analyze and plan a complex, financial inter-relation of the estate plan, income tax consequence of business transfers, asset protection, as well as valuation solutions for other specific areas. Business succession planning as well as asset protection is an integral part of the estate planning process for closely held business owners. We also draft for many of clients, wills, living trust, invocable trust, and advanced medial directives.

Our firm believes in a team approach to serve the client’s needs. Frequently, we work with the client’s other advisors including insurance agents, financial planners, accountants, and other attorneys. Members of our firm have published chapters in books regarding estate planning, including buy-sell agreements. asset protection, business entity selections as well as income tax planning.

Experience speaks for itself!

We provide strategic tax planning, business planning and legal representation for clients throughout North America and various foreign jurisdictions.


Get In Touch

Trending Now

We are trusted, informational and industry thought leaders.

7 min read

Usage Of C Corporations Require Adherence to the Form and Substance

For all clients who use a multiple corporation set up, they are aware that they must submit invoices for services...

2 min read

Prime Rate Funds

Do your bonds have you feeling shaky since interest rates have no where to go but up?

Interest rates are proceeding...

3 min read

Irrevocable Insurance

The Revocable Living Trust is a trendy topic for seminar these days. When you strip away all the hype, however, the...