Tax Planning, Estate & Business Planning

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