Anyone who has tried to make an estate plan knows that there are three aspects involved, and they are almost always in tension with one another. There is the legal aspect (i.e. the Will, any trusts, limited partnerships, LLCs, etc.), the tax aspect (i.e. minimizing income taxes, gift taxes, estate taxes, etc.), and the investment aspect (i.e. maximizing return and minimizing risk or volatility). Many people have experienced the frustration of iterating among their estate planning attorney, their CPA, and their investment advisor, trying to get all three to agree on an estate plan. Two of our attorneys are also practicing CPAs, and we have extensive experience in financial coaching. So, we are able to offer one stop shopping to our clients, much like a "family office." Our Attorney-CPAs prepare tax returns for individuals and business entities through Scofield Drake & Company, P.C.
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