Financial and Estate Planning Increasing your net worth is an easier task with the help of a financial advisor. We work with you, and when appropriate your other advisors, to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers is available to assist you in maximizing benefits for you and your heirs. We provide a full range of forensic accounting services to provide you with the strongest legal position with expert witness testimony. We provide services to help you determine the value of your business interests.
Valuations are sometimes necessary to achieve fairness to the parties involved in dissolution cases.
We also provide litigation support and expert witness testimony.