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ESTATE PLANNING

• Establishing Trusts
   - Living
   - Simple
   - AB
   - Special Needs
   - Revocable
   - Irrevocable
   - Charitable Remainder


 

• Durable Powers of Attorneys for health care matters
• Durable Financial Powers of Attorney
• Estate and Inheritance Taxes
• Revising Estate Plans after Divorce
• Limited Liability Companies
• Family Limited Partnerships
• Choice of Entities
• Prenup and Postnup
• Periodic Reviews of Estate Plans


 

• Preparing Wills
   - Pour Over Wills
   - Living Wills

TAX PLANNING

​• Individual, Business, Trust and Estate Tax 

  Returns
• Estate and Gift Taxes

 

TAX PREPARATION

​• Individual, Business, Trust and Estate Tax 

  Returns
• Estate and Gift Taxes

 

ACCOUNTING

​• Small Business

​• Corporate

TAX LAW

Research
 

EXEMPT ORGANIZATIONS

​• Establishing Tax Exempt Status
• Tax Benefits

 

BUSINESS PLANNING

​• Business Succession Planning

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