Planning solutions involve ensuring that distribution of assets upon death accomplishes client goals.
Planning solutions involve ensuring that tax minimization strategies are employed during life to accomplish client goals.
Administration services for estates and trusts to realize client objectives and provide advocacy during administration of estates and trusts.
We help owners of closely held businesses and professional practices create thoughtful, strategic succession plans to ensure a smooth transition of leadership, ownership, and value.
Our focused Federal Estate Tax Planning services are designed to minimize exposure to federal estate tax and ensure the smooth transfer of wealth across generations.
Whether you’re planning for long-term care, protecting assets, or advocating for a loved one, our Elder Law services offer experienced guidance every step of the way.
With our legal and tax expertise, we provide tailored tax preparation services for individuals, families, business owners, and fiduciaries across Central Pennsylvania.
Based in State College, Pennsylvania, our firm is a blend of estate planning attorneys and tax professionals who work together as a team to create optimized client solutions. Our core philosophy guides our practical solutions for individuals and families seeking certainty and safety for successful wealth transfer in a changing world.