Tara Halbert Email & Phone Number

My practice is concentrated in the area of estate and wealth transfer planning. My clients, which include high net worth individuals, married and unmarried couples, multi-generational families, personal representatives, trustees, and beneficiaries seek out my assistance on a variety of matters including the preparation of wills, trusts and disability documents, as well as probate and trust administration and lifetime gifting. I design customized estate plans to help my clients achieve their long-term goals. By working closely alongside them and their advisors, I provide strategies suited to their situation, focused on tax savings and estate tax avoidance, educational planning for children, charitable giving, intergenerational wealth transfers, estate administration, and more.