Wealth preservation and transfer costs are constantly rising. Terminal tax liquidity requirements are often an unknown burden to even the most planful of people.

It is not a stroke of brilliance that makes an estate plan right. It is the methodical examination of the facts, weighed against your goals and values, by someone who really knows you and the real issues of business ownership. We understand people with high net worth and what they want to protect. We share the interests of business owners, and the pressing issues and joys of ownership. We also know what retiring from a long professional career is all about, and how difficult personal planning can become when you'd rather be doing other things.

Our careful approach examines contingencies and alternatives until you are satisfied with our recommendations...or you pay nothing for our work.

• leave intact what you want to pass on to others, for transfer in the manner you wish
• assure you get out of your business exactly what you deserve, not just get out of your business
• provide time for children to grow up in the business
• assure parity for the children who should not inherit your business
• minimize the inevitable tax bite

Regardless of the data and calculations required to lay in your course to achieve your vision, no detail can be left out. We believe that to be professional means doing all the routine tasks correctly every time.