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Tax, Estate Planning & Personal Wealth

For both the near future and long-term, it’s important to understand the best strategies to protect personal wealth, manage a strong estate plan and navigate myriad taxes. Porter Wright’s Estate Planning and Wealth Preservation attorneys assist clients with safeguarding and transferring personal wealth to their chosen recipients in an orderly and economical manner. We work with our clients on the transfer of management and control of business enterprises, as well as the transfer of other property interests through planning devices such as wills, trusts, family limited partnerships and limited liability companies, durable powers of attorney and charitable remainder trusts. Our attorneys also advise clients on personal financial planning by understanding each client’s personal situation and helping them to prepare for future financial goals.