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Estate Planning

We advise clients on all aspects of lifetime and intergenerational planning, combining sensitivity to tax minimization with our clients’ personal goals.

Estate Settlement

We handle all aspects of estate administration, whether serving as personal representatives ourselves or working with outside fiduciaries to insure efficient and effective estate administration.

Tax Services

In addition to lifetime tax planning, we prepare gift and estate tax returns and work closely with our clients’ tax preparers.

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