Estate Planning
Most families come to us with the same core need: they want to make sure the right people are protected, the right decisions get made if something happens, and their wishes are documented clearly. Whether you need a straightforward will and powers of attorney or a more comprehensive trust-based plan, we work with you to design an estate plan that fits your life — not a template.
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- ◆Wills
- ◆Trusts
- ◆Simple and complex estate planning
- ◆Gift planning
- ◆Health care powers of attorney
- ◆Financial powers of attorney
Tax Planning
Tax decisions made today can have a significant impact on what you pass on, what you owe, and how efficiently your estate and business interests are structured. We work with individuals, families, and closely held businesses on both proactive planning and specific advisory matters — and we coordinate directly with your CPA or financial advisor so your legal, tax, and financial strategies stay aligned.
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- ◆Individual and business tax planning
- ◆Estate, gift, and generation-skipping transfer tax planning
- ◆Tax-efficient wealth transfer strategies
- ◆IRS and state tax advisory
- ◆Tax compliance and reporting guidance
- ◆Entity structuring and restructuring
- ◆Coordination with CPAs and financial advisors
Additional Services
For clients whose planning extends beyond estate and tax matters, we also advise on the following.
Philanthropic Planning
For clients who want their estate plan to reflect their values, charitable giving can be structured in ways that are both meaningful and tax-efficient. We help individuals and families incorporate philanthropy into their broader planning — whether that means a simple charitable bequest, a donor-advised fund, or a more formal structure like a charitable trust or private foundation.
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- ◆Charitable gifting strategies
- ◆Private foundation formation and governance
- ◆Donor-advised fund planning
- ◆Charitable trusts and split-interest arrangements
- ◆Integration of charitable giving into estate and tax plans
- ◆Ongoing compliance and administrative guidance
- ◆Coordination with investment, tax, and nonprofit advisors
Family Office Advisory
Some families reach a point where coordinating estate planning, tax strategy, investments, and governance across multiple generations requires a more structured approach. We bring direct experience advising in family office environments and can help families establish the legal and tax frameworks — entities, structures, and processes — that support long-term, multi-generational planning.
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- ◆Family office structuring and governance support
- ◆Coordination of estate, tax, and philanthropic planning
- ◆Succession planning and multi-generational wealth transfer
- ◆Entity formation and oversight
- ◆Advisory support for family governance and decision-making
- ◆Coordination with internal teams and external advisors