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Fiduciary Services

Wishing you and yours a happy, safe, and healthy New Year!! May 2025 be a year of great growth and prosperity!

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

Happy Thanksgiving!

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

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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.