We provide estate planning services for business owners, executives, investors and their families. Good estate planning is highly personal. Plans need to be devised to meet particular needs and avoid family disputes. Those needs will vary with marital status, relationships with children and grandchildren, special needs of family members, estate size and the types of assets comprising the estate. Failing to plan can have unanticipated and undesired results. Assets may end up in the hands of unwanted persons or be reduced unnecessarily by taxes.

If you are a business owner, you have a particularly complex problem. You must make choices with regard to selling or liquidating the business or choosing and training successor management. In this decision making, you must deal with the varying needs, abilities and expectations of family members as well as planning to minimize taxes, expenses and avoid family friction. We at Carlile Patchen & Murphy can help you devise a plan to meet your wishes while minimizing taxes and administrative expenses and the risk of family conflicts.