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About Our Firm

  • Estate planning - Solid approaches to reduce/eliminate estate taxes
  • Industry Partnerships - Finding best-of-class companies with great features to create the desired result
  • Intelligent Tax reduction - Financial options are explored with a "tax smart" approach
  • Multi-generational viewpoint - Smart strategies for money that is inherited, and money that will be passed on
  • Parents in Assisted Living - Options for care, oversight of estate assets, and planning for the future