Specialties
Managing the 18th year of assisting individuals and families, across Georgia, Florida, and Tennessee, in transferring their wealth - strategically employing a broad array of estate, tax, and charitable planning methods; helping them at those critical times in their lives when it is necessary to administer a trust or an estate of a loved one - whether in or out of court, with or without a plan; for legacy and entrepreneurial owners of small to middle market closely-held and family businesses, purposefully integrating the business, estate, retirement, and tax law disciplines to support them in achieving a comprehensive and cohesive succession, preservation, and transfer plan.