We provide Taxation , Estate & Probate Services
Tax and Estate Planning
Our firm advises individuals, businesses, and families on taxation and estate planning strategies designed to preserve wealth, minimize income and transfer tax exposure, and ensure an orderly transfer of assets consistent with the client’s objectives. We prepare and implement wills, revocable and irrevocable trusts, powers of attorney, health care directives, and beneficiary designations, and coordinate planning for business interests and closely held assets where appropriate. Our approach is tailored to each client’s financial profile and family circumstances, with careful attention to federal and applicable state tax considerations, asset protection, and efficient administration.
Tax Defense
Our firm provides tax defense representation for individuals and businesses in audits, examinations, collections matters, and related disputes before federal and state tax authorities. We assist clients in responding to information requests, developing supporting documentation, and presenting positions effectively, while pursuing negotiated resolutions where appropriate. When liabilities are assessed, we advise on available remedies and relief, including installment arrangements, penalty abatement, and other resolution options, with a focus on protecting the client’s rights and minimizing exposure.
Estate & Probate Administration
Our firm represents executors, administrators, trustees, and beneficiaries in estate and probate administration, guiding matters from initial filings through final distribution. We assist with probate petitions and court submissions, marshalling and valuing assets, addressing creditor claims, resolving tax and compliance issues, and preparing required accountings and releases. Where disputes arise, we provide practical counsel and representation to facilitate efficient administration and protect the interests of the estate and its beneficiaries.
