Trust and Estate

Trust and estate planning can be a complex and emotional process. Our goal is to help guide you through that process, so that you have peace of mind. We are experienced in trust structuring and management, document preparation, and estate administration and taxes. LEARN MORE


Whether your business is a start-up or an established company, we support small business clients with forming appropriate entities, document preparation and tax reporting, and establishing professional corporations such as limited companies and “S” corporations. LEARN MORE

Real Estate

We provide home and property owners with legal assistance on state and federal laws that affect their property, and specialize in ownership restructuring, property tax and real estate transfers. LEARN MORE

Tax Planning

We believe tax planning is unique and personal for everyone. Our goal is to help clients legally and safely minimize and defer taxes in matters of estate, gift, generation-skipping, property and income taxes. LEARN MORE

Ms. Loeffler was expertly able to untangle the issues and came up with straightforward and effective ways to resolve all of them.…

Jennifer Client

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