Many of our clients owners of small or medium-sized businesses came to us to organice their wills.
They want to ensure they can pass along their businesses to children and avoid personal liability.
Other clients have large estates or large sums of money they want to pass on to chosen beneficiaries or charities and avoid estate and wealth taxes.
We offer personalized advice based on your unique situation. We learn about your wishes for the future and strive to meet your needs with various estate planning tools. We can help you with wealth transfer options, including:
- Trusts for special needs
- Family foundations
- Life insurance trusts
- Living trusts
- Charitable trusts