Our attorneys counsel individuals, entrepreneurs, family businesses, and families of substantial wealth regarding estate planning and wealth preservation, as well as business succession issues. We facilitate clients’ comprehensive planning goals, which may include the minimization of taxes, international planning, charitable gifts, retirement planning, wealth preservation/asset protection, marital property planning, and negotiating and structuring family business transactions. We use client-focused, high quality estate planning to benefit our clients. Careful estate planning minimizes any future conflicts. We understand that significant wealth can lead to complex personal and financial issues and result in family conflict.
Our goal is to help our clients implement wealth transfer plans that minimize potential conflicts while promoting enduring legacies for generations to come. While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.