• Legacy

    Where Will Your Footsteps Lead?

    Financial Review

    The last thing you want to do is leave either a tax burden or all your assets tied up in probate. Contact us for a free consultation to evaluate your liability or suggestions in restructuring your final wishes. In certain cases a charitable bequest can actually lighten the estate tax due.

    Succession Planning

    While all business owners plan on a long life, many are remiss in planning for succession. Family businesses as well as partnerships and sole proprietorship's need a plan for a seamless transition.

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