Our clients range from young couples with small children to the elderly with three
generations to provide for, and from the very wealthiest to persons of modest means.
We serve business owners with complex problems of succession, executives and professionals with compensation-based assets and, of course, the widowed, orphaned and disabled.
Individuals and families differ widely in their needs, desires, hopes and dreams. No field of practice involves the coordination of more different and more widely differing statutes and rules than developing appropriate plans. It is essential to consider and observe the laws of:
- Gifts, wills, trusts, inheritance and estate administration
- Business entities, including principal and agent, corporations, partnerships and others
- State, federal and foreign income, estate, inheritance, gift and generation-skipping taxation
- Property, conveyancing and creditors' rights
For nearly a century our personal and succession planners have assisted individuals in shaping their dreams in the most important and most personal aspects of living and dying. The art of the planner begins in listening. We listen.