Business Planning
We discuss and design a business succession plan that ensures your economic security and minimizes taxes on the transfer to successors. We also review and evaluate your current business entities, ownership, capitalization, cash flow, and business succession plan, and then assist you with … MORE>>
Estate Planning
We prepare estate planning documents, such as wills, revocable trusts, powers of attorney, health care directives, and irrevocable life insurance trusts. We also review your current wills and trusts as well as any life insurance policies, considering ways to avoid probate and reduce or eliminate … MORE>>
Professional Support
Effective business and estate planning cannot be done in a vacuum by one advisor. We work in collaboration with other advisors including accountants, bankers, insurance agents and investment advisors to provide comprehensive and effective solutions to meet a client's goals and … MORE>>
Articles and Presentations
Estate planning and business planning are specialty practice areas. As authors, speakers and industry leaders, we have focused on these practice areas for years. We apply this experience and focus to the work we do for our clients. We are consulted on industry issues and practices, and have the … MORE>>