We provide a wide range of tax and estate planning services for individuals and businesses, including asset protection strategies, executive compensation, employee benefits programs and estate administration. We can assist you with:
- General tax planning for individuals and businesses
- Wills and trusts
- Revocable living trusts
- Life insurance trusts
- Gift trusts for children and grandchildren
- Generation skipping dynasty trusts
- Charitable remainder trusts
- Grantor retained annuity and income trusts
- Qualified personal residence trusts
- Intentionally defective grantor trusts
- Probate and estate administration
- Business succession planning
- Retirement planning
- Asset protection planning
- Family limited partnerships and LLCs
- Qualified and nonqualified retirement plans
- Executive compensation and fringe benefit programs
- Tax planning for mergers and acquisitions and real estate transactions