JMESTATEPLANNING.COM

We represent individuals, families and businesses, focusing in the areas of taxation, wealth transfer and estate and business planning. We provide creative, customized estate plans to each of our clients. We spend the time to understand a client's unique tax and financial issues as well as family and business concerns in order to successfully achieve the client's personal goals and objectives. Our firm's estate planning documents are drafted to address each client's unique financial and personal issues, which may range from drafting a simple Will to a more complex set of documents to minimize income and transfer taxes and to protect assets for the benefit of the client's youngest generation... We also represent and advise individual and corporate fiduciaries with respect to trust and estate administration and prepare fiduciary accounts detailing the fiduciaries' transactions during the course of administration of a trust or an estate. In addition, we assist fiduciaries to collect and..

Primary location: New York United States