Estate and wealth planning can raise sensitive issues. Our lawyers act as both legal advisors and trusted counselors, helping clients leverage financial and legal tools to achieve their personal, family, business, and charitable goals.
Michael Best provides guidance on income and estate tax planning, business succession planning, financial planning, asset protection planning, risk management, and retirement planning.
Our clients, who come from diverse backgrounds and situations, include executives, private investors, family trusts, closely held business owners, and philanthropists. We look at the big picture of each client’s overall financial planning, often working with their accountants, investment managers, and other professional advisors. Our plans are designed to be flexible, and we assist clients in adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws.