Many professionals—lawyers, CPAs, financial planners, charities, stockbrokers, and insurance salespeople—offer estate planning services. But many of them lack genuine knowledge or experience with estate administration. We have the expertise to make this difficult time less overwhelming.
Our partners have legal, tax and accounting backgrounds to provide comprehensive guidance.
The tax issues and other decisions involved in an estate are often overwhelming, especially during what is often a difficult time. We will help simplify the process and help you evaluate your options.
We have drafted wills and trusts, handled probates, prepared estate tax and fiduciary income tax returns, and have assisted hundreds of personal representatives and trustees with managing a family member’s estate or trust.
Our partners will provide you with clarity and peace of mind throughout the estate administration process.