- Business Planning
- Estate Litigation and Administration
- Mergers and Acquisitions
- Tax Exempt/Religious Organizations
- Tax Planning
- Wealth Planning
practice areas : Wealth and Business Planning
Wealth Planning
No single wealth planning strategy will work for everyone. There are so many options available and legal instruments to be employed, as well as tax implications and potential pitfalls in the wealth planning process, that every individual should work with an experienced legal team for an individually tailored wealth planning solution.
At Moore Clarke DuVall & Rodgers, P.C., we have been serving clients through the complicated wealth planning process for more than 20 years. Our entire wealth and business planning group brings unmatched experience, knowledge, and expertise to create solutions tailored to the specific needs of each client. With offices in Albany, Valdosta, Tifton, and Savannah, we serve clients throughout Georgia and in the surrounding states.
Asset Protection and Wealth Transfer
Our wealth and business planning group handles legal matters involving:
- Estate planning
- Trusts
- Asset protection planning
- Business succession planning
- Income tax
- Estate tax
- Generation-skipping transfer tax
- Gift tax
- Preparation and review of estate and gift tax returns
At Moore Clarke DuVall & Rodgers, P.C., our lawyers create personally tailored solutions for each individual client’s needs. We have a wealth of knowledge and experience in the various wealth planning instruments available, and we use a team approach to strategically creating a plan that will work perfectly for each client.
