Tax Planning services include individual and business tax counseling, as well as retirement plan distribution counseling.
Estate Planning includes trusts and wills; health care powers-of-attorney; and financial (durable, property) powers-of-attorney; charitable trusts and other deferred giving arrangements; insurance trusts; trust administration; and retirement counseling.
Business Planning helps clients form and structure business entities such as corporations, limited liability companies and partnerships; banking, financing and general business law for operating entities; acquisition and sale of entities or assets, business successions; and pension, profit-sharing and 401(k) plan design and administration.
Estate Planning
- Wills
- Revocable Living Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations
- Public Charities
- Nonprofit Organizations
- Retirement Plans/IRAs
- Grantor Retained Annuity Trusts
- Irrevocable Life Insurance Trusts
- Irrevocable Grantor Trusts
- Self-Canceling Installment Notes
Business & Tax Planning
- Sole Proprietorships
- General Partnerships
- Limited Liability Companies
- Limited Partnerships
- C Corporations
- S Corporations
- Retirement Plans
- Buy-Sell Agreements
- Recapitalization of Preferred Stock/Units
- Capital Account Analysis