We are experts at developing comprehensive estate and trust plans that address business continuation, wealth planning and strategies for minimizing estate taxes for your clients.
We are experts at developing comprehensive estate and trust plans that address business continuation, wealth planning and strategies for minimizing estate taxes for your clients.

Dispute Resolution

As CPAs and consultants, we have been often been asked to assist attorneys in their efforts to resolve family disputes, address questions and concerns about trust or estate management or participate in arbitration or mediation.