The Wealth Advisor

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The Wealth Counselor

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Estate Planning & Probate

We provide competent estate planning advice to enable our clients to achieve their goals for lifetime utilization, and post-death distribution of their assets in the most tax-effective manner. Such planning ranges from the most simple to extremely complicated and creative strategies.

In addition to traditional estate planning, the members of the group address a wide variety of personal or family issues, including:

* Guardianships
* Health care decision making
* Medicaid planning and qualification
* General and special powers of attorney or other agency relationships
* Non-tax aspects of business succession planning

Where necessary, members of the group have represented clients as both plaintiffs and defendants in connection with estate litigation such as Will contests or reformation of testamentary documents and in the resolution of gift and estate tax cases audited or contested by the Internal Revenue Service or the state of a donor’s or decedent’s residence.