Our practice encompasses two related areas: planning and compliance. In terms of tax planning, our sound advice can lead to significant savings and increased value. Little decisions that can make a big difference, so be sure you talk to us as you contemplate your next move.

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Trust, Gift, and Estate Planning

We work closely with our clients’ attorneys and other financial advisors to structure, tailor, and administer plans that place assets where you want them, decrease your tax burden, and make administration of the estate as smooth as possible.

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Family Advisory and Administration Services

For families or elderly clients, we provide flexible support services to help them manage their financial affairs. We assist with these important tasks and help relieve the burden on family members.