Services for Individuals

  • Tax Planning
    • Entreprenuers, high net worth individuals
    • Attorneys, partner/owner/member
  • Trusts
    • Estate & family wealth planning
    • Estate, trust and gift taxes: includes estate planning to minimize estate and gift taxes
    • Dedicated team of professionals trained in the area of estate, trust and gift tax planning and preparation
    • Grantor retained annuity trusts, life insurance trusts, State decoupling for estates
    • Estate tax compliance
    • Trust administration and tax return preparation
    • Gift tax planning and tax return preparation
  • Estate Administration
    • 706 and 1041 preparation
    • Accounting for court
    • Probate
  • Personal Financial Planning
    • Retirement planning
    • Budgeting
    • Asset allocation
  • Divorce
    • Collaborative financial neutral
    • Litigation support
    • Valuations
  • Private Foundations
    • Planning and foundation
    • Tax preparation