For Phil, estate and business succession planning is more than a job; it’s a passion he pursues, employing his strong tax and accounting background to clients’ benefit.
Phil counsels clients on estate planning, business succession planning, probate and trust administration, marital property and tax planning. He helps them achieve their objectives while minimizing taxes and expenses, and managing risk.
Phil is proficient in matters involving unique assets, international considerations and beneficiaries with special needs. On countless occasions, he has provided fiduciary counseling to trustees when they needed guidance or intervention to help disgruntled beneficiaries understand trusts.