Our estate planning practice assists individuals and families in connection with matters of estate and wealth planning, asset protection, family business and succession planning. Our emphasis is assisting clients in the orderly organization of their business affairs and with their estate planning needs, while also minimizing the federal tax effects of these transactions. Estate planning involves analyzing present and future financial needs, providing for those who are dependent on an individual, and determining a method of transferring an estate in accordance with an individual’s desires, goals and objectives. In this practice, we regularly develop estate plans, wills, trusts, probate documents, and business formation documents.
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