745 Fifth Avenue, Suite 500, New York, NY
+1 212-431-PLAN (7526)

Services

Our firm provides comprehensive estate planning services, from basic wills to sophisticated estate tax planning for families and individuals, both domestically and internationally.  Every client is different, and the first thing we look at is where you are and what you want to achieve.

Below are some of the services we provide.

Basic Tax & Estate Planning

Everyone should have a plan in place in case something happens to them.  We can help put things in order to make things easier for your loved ones when you pass away.  

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Planning for Parents with Young Children

Planning for parents with young children is some of the most important planning that we do.  Because children cannot support themselves, legal and other protections for them are all the more critical.  We look beyond your legal documents to ensure that your children's financial, health, emotional, and educational needs would be supported.

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Planning for Blended Nontraditional Families

While a will leaving everything to one’s spouse may be sufficient for a traditional family, other families often require more creative and flexible solutions to provide for the various family members.   We work with families of all types to ensure your wishes are carried out and your loved ones protected.

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International Estate Planning

With so many people crossing borders for work, love, family, or business, international planning is an increasingly important area of estate planning.  International issues can arise in the following circumstances:

  • You are living in the U.S. on a visa
  • You are a U.S. citizen living abroad
  • Close family members live outside the U.S.
  • You live abroad and have business interests in the U.S.

We help clients coordinate estate planning across borders, minimize overall taxes, and ensure loved ones are taken care of no matter where they are located.

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Estate Tax Planning

We counsel high-net worth clients on minimizing both estate and income taxation across generations.  While always looking for ways to minimize taxes, planning should always be done in the context of other goals.  Estate tax planning often involves relinquishing some control or access to assets, so weighing tradeoffs and ensuring you retain sufficient financial resources for your lifetime is paramount.

Read more about Estate Tax Planning

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