Making Your Future a Success

 Our implementation services vary according to your clients' needs, but our available services include:

• Coordinating meetings with client’s estate attorney (or a partner we have recommended if the client does not have an attorney) and providing attorneys the exact information necessary to draft the estate plan we have built based on the client’s needs (which saves time and usually provides cost savings).
• Offering guidance and coordinating with CPAs to implement our suggested tax strategies.
• Coordinating with a client’s insurance agents (or one of our trusted in house professionals) to implement your insurance coverage recommendations.
• Assisting in establishing pension plans for clients who are small business owners.
• Providing beneficiary forms to conform to clients’ estate wishes, as well as assisting in re-titling assets.
• Providing suggested investment selections in non-managed accounts, such as annuities or 401(k)s.

The voluminous text encompassing Federal and State income tax laws that affect individuals and businesses have grown exponentially since the first income tax was established nearly 75 years ago. The future promises change and challenge for individuals seeking to take advantage of tax savings opportunities while complying with required tax filing requirements.  


Our“team approach” is essential to ensuring your client's needs are properly identified, addressed, and most importantly, clearly understood.


One of the most complex areas of taxation in the United States relates to Estate and Gift Taxes. The relevant Federal and State tax laws in this area continue to be in flux, which lends uncertainty to an already complicated subject area. Our professionals help clients navigate the legal and estate tax planning intricacies to ensure heirs are provided for while the full advantage of all available tax benefits is also achieved.