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Estate Planning
We would love the opportunity to become your personal family counselor regarding the estate planning process.  We welcome the opportunity to come to your home and explain the three P's of estate planning: People, Property and the Plan.   
 
 

Estate Administration
Let our firm assist you as Executor or Administrator, in accumulating and distributing the assets of an estate.   

 

Exempt Organizations, Planned Giving, Private and Public Charities
We advise private and public charities regarding formation and qualification of tax exempt status.  Let us prepare for you an informal audit regarding: tax exempt corporate compliance, internet sites, fundraising, and self dealing issues. 

Estate Tax Calculator
Try our Federal Estate Tax Calculator.