Estate & Tax Planning Services
We interpret tax laws and apply them in such a way as to minimize the taxes that must be paid by our clients.
At the same time, we assist you in following the federal and state tax requirements to reduce the likelihood of problems with authorities. Should there be controversy with a taxing authority, we can represent you in resolving the issue.

In addition to federal and state income tax planning, we work with you to evaluate your potential estate.Throug our affiliation with estate attorney Dan Loveland, we are able to help you plan for your family's future.

We can consider the typical uses of wills, living trusts and powers of attorney, but are also well versed in more complex approaches including private foundations, charitable trusts, qualified personal residence trusts and family dynasty trusts. If you already have a qualified estate planning attornry, we can work with that attorney to achieve your desires.