Our estate planning practice is marked by sensitivity to the personal significance and importance that estate planning holds for an individual or family. We work as a team with insurance and accounting professionals to design a comprehensive estate plan for our clients ranging from young families to high net worth individuals. Special care and attention is given to seniors with elder law issues in addition to families with special needs.
We are experienced in the preparation of estate and gift tax returns and in representing our clients in the examination of those returns. Our experience in the tax field encompasses estate and gift tax planning as well as corporate and individual tax planning.