Main Menu
PDF

Succession Planning

Overview

Each person has a vision for life and the legacy he or she will leave behind. It often centers on preserving and transferring a business to the next generation. It may include the desire to assist family members and other loved ones in achieving their potential. Giving back to the community may also be an important part of the vision. Our knowledge of the most sophisticated tax and planning techniques permits us to offer a broad range of services to fit your needs, ranging from the simplest plans to the most complex:

  • Estate plans, wills and trusts (revocable living and irrevocable)
  • Succession planning (ownership and management)
  • Wealth transfer and control
  • Gift planning
  • Charitable giving
  • Private foundations
  • Guardianships and conservatorships
  • Marital agreements
  • Tax consulting and compliance

News & Publications

Publications

Back to Page
{ footer Image }