While wealth preservation involves a wide variety of separate tasks and issues, most of the services we provide involve the estate planning and settlement process, and the ongoing management of family trusts.

Through an initial meeting or series of meetings, our firm will gather information about your family and assets, as well as determine and address your specific goals and concerns that you may have regarding the distribution of your estate.

In these initial meetings, we will inform you on the estate and gift tax system that often dictates much of the structure of the estate planning process, as well as other legal and non-legal issues that impact the formulation of a client's estate plan, including lifetime gift programs designed to minimize the impact of estate taxes on the family fortune, and plans designed to accomplish such results with minimum adverse current economic impact on the client.

Based on the information gathered in these initial meetings, we will present an estate plan to you that includes all of the options available for meeting your objectives. Using feedback from the client and after further discussions, we will then customize and draft the estate plan to your individual needs and preferences. An important part of this process involves ensuring that you understand the meaning and effect of the documents you are signing.