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“Time is a sort of river of passing events, and strong is its current; no sooner is a thing brought to sight than it is swept by and another takes its place …”
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Marcus Aurelius |
Time’s passing compels each of us to make important decisions about our own financial security and that of our family. In the realm of income, gift and estate tax planning, appropriate guidance from a trusted legal professional could result in tremendous savings in both time and money during a time of difficult transition.
The professionals in our Trust & Estates Group have the skill and experience to assist in the legal management and protection of our clients’ assets. We view ourselves as counselors to individuals, families, closely held businesses, and tax-exempt institutions. We have been honored to serve many of our family clients for several generations, enabling them to derive significant benefits from the long-term planning that such extended relationships allow. Two of the group's members, Alan Hilfiker and Brian McAvoy, are Board Certified in Wills, Trusts and Estates law by the Florida Bar.
We try to temper our professional advice with personal friendship and understanding. Our past experience makes us excited about the client benefits that result from good planning and close relationships. With over a century of service behind us, we can be counted on to provide our clients and their loved ones with the guidance they need – now and in the future.
OUR CLIENTS
· Individuals
· Families
· Closely held businesses
· Tax-exempt institutions
FOR FURTHER INFORMATION:
Michael F. Buckley
David R. Ferris
Alan F. Hilfiker
Brian V. McAvoy
Martin W. O'Toole