Legacy Planning Services

Our Experts have deep experience in the tax issues associated with estate planning.  By evaluating your assets, goals, and personal preferences, our experts can work with your attorney to create a plan to ensure practical, cost-effective and tax efficient management of your estate.

  • Tax Reduction Strategies
  • Gifting
  • Charitable Planning
  • Wealth Transfer Planning
  • Property Transfer
  • Trusts
  • Family Limited Partnerships