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Taxes & Estate Planning

Estate & Tax Planning

“In this world, nothing can be said to be certain, except death and taxes.”

-Benjamin Franklin

While we can’t argue with the universal truths that our founding fathers found to be self-evident, perhaps more surprising is the fact that most individuals with assets in the United States do not even possess a simple will or any statement of their testamentary intent.  We believe that careful planning for death and taxes should be every American’s concern.  If you have ever experienced the probate process or had to deal with the passing away of a loved one, it is obvious that death and taxes are indeed unavoidable, and often our loved ones are the ones burdened with the stress of sorting through these matters usually during a time of bereavement.

At the Tax and Immigration team, we often represent clients with federal taxing authorities to optimize their tax burden.  Additionally, we can assist you to prepare the draft instruments needed to avoid lengthy probate proceedings and public disputes over the estate of the departed.  We are often asked to protect the assets of individuals who might otherwise be targeted by unscrupulous parties seeking to clog up the probate process or by individuals who are seeking to plan for the inheritance of business assets by entrepreneurs who have built up their businesses over long years of effort and sacrifice.  To accomplish these goals, our team assists clients in the following matters to assist them in preparing plans geared towards preserving the control and orderly disposition of the estate at the appropriate time with minimal intervention and delay.  Accordingly, we provide the following services to assist our tax and estate planning clients:

  • Simple Wills and Medical Directives
  • Estates and Trusts – Probate planning
    • Succession Planning
    • Asset Protection
    • Estate Tax Planning
  • IRS Representation – Offshore Voluntary Disclosure Initiative (OVDI).
  • IRS Representation – Federal Tax Issues


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.