What We Do
Estate Planning and Administration
Our estate planning and administration capabilities start and end with your goals. We structure and administer estate plans to make sure your goals are accomplished and the value of your estate is maintained. And we show and tell you how your plan will work in simple and plain terms you can understand.
Services offered include:
A couple came to us concerned about estate taxes, asset protection and succession planning. They wanted to provide for their children, but they wanted their children's inheritances to be protected from creditors. We first considered the couple's needs without thinking of the tax ramifications, as we wanted to a plan that met their wishes and was not driven by taxes …
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