I have been representing clients in connection with estate planning and tax matters for almost 30 years. I focus first on understanding the client’s objectives. I spend time learning about my client’s goals, their family and their values. While tax savings is always an important objective, I do not let that be the sole determining factor when we design the plan together. Rather, I design a plan to accomplish the client’s objectives in a tax efficient manner. Responsiveness to my client’s requests and needs is paramount.
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