As trusted advisors, we are dedicated to our clients’ unique interests and goals. We assist clients in developing individualized tax-efficient estate plans that accomplish both personal and business objectives. These plans reflect current tax and state laws that affect the future wealth of individuals and families and take into consideration the possibility of future changes in the law.

Our experience includes the preparation of wills and trusts for high-net-worth individuals, the analysis of estate and gift taxes, life insurance planning, generation-skipping transfer tax issues, planning for retirement benefits, and the structuring of estate plans to ease the transmission of personal wealth and achieve philanthropic goals. We also provide international estate planning for non-US citizens and US residents owning foreign situs assets.