ESTATE AND WEALTH PRESERVATION

Clients utilizing our expertise have the peace of mind of knowing that their "living estate" (and ultimate estate transition to heirs) is not being needlessly devalued. We make sure that we thoroughly understand our clients' desires. We then carefully review and evaluate all planning alternatives and help select those tailor-made to suit the needs and personalities of all concerned. Finally, we are instrumental in helping implement the wealth preservation strategies. Our successes are based upon a unique combination of income/estate tax reduction and maximization of asset values. We are listed in the Martindale-Hubbell Bar Register of Preeminent Probate/Estate Planning Lawyers.

PENSION AND RETIREMENT PLANNING

Recent changes in tax law and economic pressures necessitate new approaches to an old problem: maximizing after-tax retirement benefits. We have developed a national reputation for designing plans that reduce current taxes while enhancing the value of invested retirement plan assets. We apply creative planning strategies that are frequently overlooked. In addition, the Internal Revenue Service grants our clients substantial fee discounts for new plans. These are not frequently available.

TAX PLANNING FOR BUSINESS ENTITIES

Substantial profits are squandered and growth is compromised before business entities/activities even commence. This is a consequence of faulty tax planning. We have helped many clients avoid excessive taxation because of our unique combination of business acumen and tax expertise. We join the strategic planning team of a client at the early stages to examine planning possibilities and develop an effective structure.

COMPLEX TAX MATTERS

A substantial portion of our time is devoted to single-issue consultations regarding complex tax issues. Many areas of tax law are bathed in a sea of grey. We are skilled at interpreting specific law for the benefit of clients and prevailing when under the scrutiny of taxing authorities. In fact, many legal and accounting professionals have learned to rely on our experience and expertise in a wide variety of tax planning situations.

IN SUMMARY...

We would like to become part of your planning team and help you maximize your financial potential through tax reduction and wealth management.