Preserving, Creating and Transferring Wealth

We provide proactive planning and coordination for complex, tax-sensitive financial situations in the following areas:

Family Foundations

Families looking for an effective way to fulfill charitable intentions and to use values, skills and creativity to make positive changes within a community may want to consider a private family foundation.

Reasons To Consider Trusts

Throughout your lifetime, there are only five things you do with money – earn, spend, save, invest or give it away. In death, however, your money can only do three things – go to family, charity, or the IRS.

Settling a Loved One's Estate

Losing a loved one is difficult for the survivors. Compounding grief’s toll is the fact you must also address certain legal and financial matters.

Types Of Trusts

Trusts allow you to manage your property, control your wealth, and minimize the amount that goes to pay taxes. There are many varieties of trusts, each designed to accomplish a specific goal.

Fair But Not Equal In Estate Planning

Throughout their formative years, children challenge parents’ definitions of fairness. In some households, fair means equal shares. Others take a “we love you all the same but give according to need” approach.