SWRS has more than two decades of experience assisting clients with proactive and personalized estate, tax, charitable, Medicaid and business planning. We implement individualized solutions for business succession, tax planning, estate planning, charitable giving and asset protection.
Our goal is a long-term relationship with our clients, with the flexibility to craft plans that meet their changing needs, as their businesses evolve and their families grow. To that end, we work synergistically with SWRS’ other practice areas to protect our clients’ businesses and wealth.
For clients seeking services related to individual estate planning or wealth and/or tax planning, our attorneys provide advice regarding:
Specific to trust and estate administration, our attorneys provide advice regarding: