Approach
Wealth planning is a complex but important responsibility for individuals and families. Our Wealth Planning Services Practice Group provides clients with practical, cost-effective and innovative guidance on all aspects of individual and estate tax planning, business succession planning, financial planning, and asset protection planning, risk management, retirement planning and family counseling. We see our role as counselor - using legal concepts, instruments and entities to achieve clients' personal, family, business and charitable objectives.
Clients
We counsel clients from a wide spectrum of professions, backgrounds and situations. Our clients include executives, private investors, individuals, families, closely held business owners, professionals and philanthropists.
Practice
Your Firm wealth planning attorneys consult with clients to determine short-term and long-term objectives regarding asset protection and management, minimization of taxes and disposition of wealth. We assist our clients in developing and fine-tuning their goals and then design a plan to meet those goals. We create flexible estate plans to enable our clients to adapt and respond to unforeseen family and business issues, future economic conditions and ever-changing tax laws.