Practice Groups: Estate Planning
Estate Planning
The firm provides estate planning services to individuals and families, including probate, asset protection, and tax planning services, drafting of simple and complex wills and trusts, and offering assistance with other asset preservation services.
Kenneth A. Woloson and Andrew J. Glendon each hold an advanced degree in Taxation. Mr. Woloson has twenty-nine years experience in providing estate planning and tax planning services. The department recognizes effective estate and business succession planning begins with a full review of a client’s desires and objectives. We consult with individuals and their families, together with other professional advisors, to review existing planning and to consider an estate plan that would best suit the individual or family. We identify and address issues and strategies related to estate taxes and liquidity problems, transfers of family businesses, and the financial security of spouses, children, and other beneficiaries. Whether a client’s goal is to provide for a spouse or children, make significant charitable gifts, manage business holdings, or simply maximize wealth for future generations, we can assist clients in meeting these crucial goals. The firm’s Estate Planning group stands ready to assist the specific needs of our clients in managing and preserving assets.