Estate and Tax Planning

At Kendricks, Bordeau, Adamini, Greenlee & Keefe, P.C. our estate and tax planning attorneys assist clients with the following matters:

• Preparation of Estate Planning Documents, including:
  • Wills;
  • Powers of Attorney;
  • Revocable and Irrevocable Trusts;

• Planning of transactions with tax implications;
• Preparation and review of documents for qualified and unqualified retirement and other welfare benefit plans; and
• Tax disputes of all types.

Whatever your situation, you can be assured that the attorneys at Kendricks, Bordeau, Adamini, Greenlee & Keefe, P.C. will help you understand the tax implications of your plans and assist you in creating the most cost-effective solution. We aim to help you avoid or minimize estate taxes and optimize your income tax benefits. To learn how we can help you, contact us today.