HELPING YOU PROTECT AND GROW YOUR PERSONAL AND ESTATE ASSETS

Comprehensive Wealth Management Services
 

Helping Families Minimize Tax Liabilities & Maximize Wealth

The wealth planning and management team at Freeman Tax Law assists high-net-worth clients to attain and maintain their financial and wealth-planning goals through sophisticated and comprehensive estate planning. We design estate plans and implement strategies to protect assets, minimize taxes and ensure that our client’s wealth is transferred properly to heirs and beneficiaries.

We work with families and their advisers to devise and implement comprehensive plans that are consistent with an individual client’s goals and objectives. Due to our strong background in the area of international tax planning and advisory services, we have developed sophisticated expertise in working with clients with international bank accounts, international real estate, international business interests and foreign assets. We can help you whether it is your intention to transfer the assets back to the United States or keep them abroad.

INCOME TAX PREPARATION


Freeman Tax Law can help maximize your savings during tax return season.

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TAX PLANNING


We can give you advice on incentives and structuring of assets to minimize tax liability.

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TRUST & WILL PREPARATION


We will insure that your assets are distributed exactly as you wish.

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ESTATE ADMINISTRATION


Comprehensive coverage provided, including powers of attorney, guardianships, elder care and long term planning.

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GIFTING STRATEGIES


Considering a Charitable Remainder Trust or Charitable Lead Trust?  We will help with everything you need to know.

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WEALTH TRANSFER


We help high net-worth individuals and families create wealth transfer plans to maximize estate value.

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Our wealth planning and management practice represents high-net-worth individuals, expatriates, closely held and family businesses, charitable organizations, educational institutions, financial institutions and other foreign entities.

Our attorneys provide counsel on estate, gift and generation-skipping transfer tax planning; sophisticated charitable giving; probate and fiduciary litigation; tax controversies; using life insurance as a planning tool; business succession planning; asset protection; international wealth transfer; charitable organizations and private foundations.

We represent individuals in complex probate litigation and help to achieve optimum results through negotiation, litigation, trial, appeal and alternative dispute resolution methods in matters of fiduciary misconduct.

We understand that wealth is built, protected and transferred through a team effort. Therefore, we encourage each client to assemble a team of professionals who will collaboratively design and implement a plan that balances the current and future needs of the estate.