We tailor our estate planning strategies to each individual and family. We are committed to understanding our client’s objectives while meeting their level of desired control. We can assist you with your estate planning goals, whether your goals are transferring wealth to future generations or safeguarding assets for charitable intent. We will work with you, your family and other advisors to put your plan into action using tax-efficient vehicles that allow for maximum wealth preservation while minimizing external risks.

We have successfully implemented a variety of techniques to transfer wealth with little or no tax cost that would include:

  • Gifting through various vehicles using discounting
  • Family Limited Partnerships (FLPs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Irrevocable Trusts (IDITs)


  • Will and trust consulting
  • Health care directives
  • Powers of attorney
  • Asset review and ownership solutions
  • Wealth transfer strategies
  • Business transition
  • Responding to death and estate administration
  • Federal and state estate tax return preparation
  • Trust income tax return preparation