Estate & Life Planning

We have a full-service estate and life planning practice capable of providing virtually all the estate planning needs of our clients. We work closely with each client’s accountant, insurance advisor, stockbroker, pension and profit sharing plan administrator or other financial advisor.

The focus of our estate and life planning practice is to assist our clients in maintaining a high quality of life after retirement while achieving their dispositive intent, all with minimum estate, gift and property tax consequences.

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