Life Milestone Tax Planning For Individuals

Our advisory services are designed to protect our clients through all phases of life and business, while saving them money.  Transitional events in life, like marriage, divorce, starting and/or dissolving a business, inheritance or death all come with their own set of complexities.  Let us help you have the best possible outcome.

Aging and Estate Issues

A good estate plan can help reduce the hardships of a long-term illness, assure that your property is distributed according to your wishes and help your loved ones avoid the time and costs associated with the probate process.  Without an estate plan, the courts and government may get more of your estate than your loved ones do!

Advisory Services to Trustees and Executors

Successor trustees or executors (usually family members) often lack the time, resources or knowledge to carry out the final requests of the decedent and may incur personal liability for failing to properly perform their duties.  Let us help you through these complexities and limit your liability exposure.

Representation Services

And lastly, if you find yourself audited by the IRS or have liens or levies from one of the taxing agencies, we can help.