Planning Services

Fiduciary Services

We hope each of you had a happy Thanksgiving! We're grateful for each of you, and wish you a wonderful start to the holiday season.

Focus Areas

Income Tax Planning Estate Planning Tax Preparation Tax Controversies Offshore Voluntary Disclosure Program (OVDP)Estate & Trust Administration Fiduciary Litigation Will Compromises and Trust Reformation
Guardianships and Conservatorships

Treasury, IRS Provide Guidance for Individuals Who Received Tips or Overtime During Tax Year 2025

Changes to the Adoption Tax Credit under the One, Big, Beautiful Bill

401(k) Limit Increases to $24,500 for 2026, IRA Limit Increases to $7,500

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Our attorneys will help you navigate your fiduciary duties from start to finish. Let us handle the fine print so you can focus on what you love.