We counsel and advise individuals, families, charitable organizations, trustees and executors facing decisions about disposition of assets, estate and gift taxes, and related family dynamics.
Our charitable planning capabilities are robust. We guide clients through lifetime and testamentary charitable giving plans and assist in establishing charities, private foundations, donor-advised funds, and charitable trusts. Additionally, we provide strategic business succession planning services. We facilitate ownership transition discussions, evaluate strategic exit pathways, and draft customized buy-sell agreements alongside other vital business contracts.
New Clients/
Existing Clients/
Pay by Check