Services Offered

  • Personal Estate Planning including Wills, Revocable Trust, Power of Attorney, and Healthcare Directives
  • High Net Worth Income Tax Planning and Preparation for Individuals and Trusts
  • Estate and Gift Tax Returns
  • Form 706-NA for Deceased Non-U.S. Citizens
  • Family Office and Personal CFO Services
  • Advanced Estate Planning: CRTs, ILITs, IDGTs, Crummey Trusts, CLTs, and Private Foundations.
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