Tax Planning for Wealth Preservation

The firm’s experienced tax attorneys help our clients successfully navigate the maze of ever-changing state and federal tax laws governing transfer of wealth during lifetime and upon death. Our firm attorneys understand the interplay of income tax, gift tax, federal estate tax, state estate and inheritance tax, and generation skipping tax laws and use this expertise to preserve wealth for our clients and their heirs. We utilize all available tools and techniques to create a customized plan to reduce or eliminate any adverse tax impact. All wealth preservation plans recommended by our firm are unique to the individual client and designed to meet their specific goals and circumstances. In designing a plan for a client, we often work closely with the client’s preferred accountant, financial professional, and insurance professional to ensure a family’s financial well being or to secure the continuity of a family business.

The full range of Tax Planning services includes:

•             Sophisticated Wills and Trusts
•             Gift Tax Planning including Preparation of Federal Gift Tax Returns.
•             Life Insurance Trusts
•             Personal Residence Trusts
•             Irrevocable Trusts
•             Retirement Benefit Planning
•             Business Succession Planning
•             Personal Income Tax Planning
•             Minors Trusts