We are experts in wealth preservation and transfer tax planning and handle all aspects of complex estate planning to meet your individual goals and ensure a smooth, tax-advantaged transfer of assets to your heirs.  Our focus is on you and your goals for your family and your legacy.  We do this with a sophisticated eye on minimizing the impact of federal and state estate, inheritance, transfer, and income taxes involved.  We are licensed to practice in Pennsylvania, Florida, Georgia, New Jersey, and New York.

Estate Planning

We prepare complex estate planning documents tailored to your individual needs and create detailed estate plans to minimize the impact of taxes on gifting and the disposition of your estate.  We advise on and draft all forms of trust agreements.  

Trust and Estate Administration

We administer estates and trusts with complex assets and issues and guide clients through the difficult time following a loved one’s death to the final conclusion of the estate administration.

Business Succession Planning

We help closely-held business owners of all sizes plan for business succession and implement gifting strategies to minimize taxes, meet individualized goals, and ensure a smooth transition of operations.

Marital Agreements

We are experienced in drafting marital agreements to protect wealth and provide certainty to both parties before entering or after marriage.