ESTATE PLANNING FOR INDIVIDUALS

In what developed as an effort to serve its business clients more effectively, this firm began offering estate planning for individuals. Estate planning goes hand in hand with business law. This firm offers its clients advice in estate planning along with business succession planning, tax planning, and tax law. Estate and trust planning, including all aspects of implementation such as will and trust preparation and the preparation of ancillary documents, including deeds, limited partnerships, limited liability companies and pre-marital and post-marital agreements. Consideration is given to both the tax and non-tax concerns. Other specific areas of assistance include the funding and sale of privately owned business and real property interests, charitable gift planning, and planning and preservation of client wealth and retirement assets through the use of state law exemptions and federal law.