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