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PERSONAL. TAILORED. SPECIFIC.
ONE OF KIND ISSUES. ONE OF A KIND ANSWERS.

WEALTH & ESTATE PLANNING

  • Wills And Testamentary Trusts

  • Revocable And Irrevocable Trusts

  • Estate Tax and Asset Planning

  • Financial Power of Attorney

  • Health Care Directives (aka Health Care Power of Attorneys)

  • Advance Directives

  • Business Succession Planning

  • Estate And Gift Tax Solutions

  • Prenuptial And Postnuptial Agreements

  • Trust And Estate Litigation

  • Asset Protection

  • Beneficiary Representation

  • Charitable Giving

  • Estate And Gift Tax Planning

  • Income And Estate Tax Return Preparation

  • Estate And Trust Administration

  • Business Succession And Exit Planning

  • Generation-Skipping Transfers

  • Independent Trustee Services

  • Private Foundations

  • Administration of Informal And Formal Probate

  • Preparation of Final Income Tax Returns And Estate Tax Returns

  • Preparation of Fiduciary Tax Returns

  • Distribution or Sale of Assets, Including Real Estate

  • Administration of Trusts

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