AGMB recognizes the importance of comprehensive counsel in the area of gift and estate planning. The firm represents our clients in all aspects of planning and implementation, including the preparation of wills, the formation of trusts, and the probate and administration of estates. We understand that our clients’ wishes and needs must be communicated and represented by qualified and informed legal and tax counsel.
The firm practices in the area of estate taxation, including estate tax motivated asset planning, and tax planning for life insurance and charitable trusts. We also prepare estate and gift tax returns. AGMB offers counsel with a goal towards maximizing and preserving the wealth of our clients and their families and closely held businesses.