Estate Planning & Wealth Management

The lawyers of the Firm’s Estate Planning and Wealth Management Group seek to provide a comprehensive and integrated approach to meeting clients’ estate planning, tax and wealth management needs. Always mindful of the impact our services have not only on our client but the client’s family; we approach each of our engagements with the intention of establishing a long-term relationship as counselor to the client and the client’s family. In coordination with the Firm’s other practice areas, this practice group counsels clients on the methods for achieving their personal objectives for both the preservation and transfer of wealth while reducing the future impact of income, estate, gift, and generation-skipping taxes that can frustrate these objectives.

Among the range of services offered by the Estate Planning and Wealth Management Group are: tax planning, estate planning (including wills and trusts), retirement benefit planning, estate/trust settlement, post death tax return preparation, charitable giving strategies, guardianship, special needs planning, and succession planning for closely held businesses.

With a strong commitment to service and considerable experience in these various areas of practice, the Estate Planning and Wealth Management Group strives to provide the type of innovative but practical solutions that serve the client’s immediate needs as well as those of future generations.