Our clients include persons at various points in their respective lives. Whether young, middle age or seniors, they each receive our personal attention to develop a plan that meets their individual needs, both present and for the foreseeable future. We often address coordinated planning for a number of family members to provide an integrated plan for the overall family. Options to transfer family wealth over successive generations at the least possible gift and estate tax cost are addressed whenever appropriate. Many of these plans require sophisticated tax planning and use of family companies or partnerships to help accomplish their goals. The collective experience and knowledge of our firm’s attorneys is brought to bear for each of our clients.