Lifetime Planning

We assist clients in developing individual financial plans for the management and use of assets during the individual's lifetime. This includes advice regarding legal and tax aspects of joint ownership of property, formation of family limited partnerships and limited liability companies for the management of property and for lifetime transfers to family members; business succession planning; planning for the contingency of disability through "Living Wills" and Advance Directives, Health Care Proxies, Disposition of Remains, use of durable Powers of Attorney and revocable living trusts; and advice regarding various types of investments, the desirability of making gifts and the general effect of income tax laws.


Call us today to discuss your estate, 585-730-4773. We look forward to hearing from you.

Phone 585.730.4773

Fax 888.971.3736

69 Cascade Drive Suite 307

Rochester, New York 14614

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