Estate Planning

Building, growing, and preserving wealth requires skillful lawyers who understand how to navigate complicated laws involving estate planning, asset protection, and other matters concerning high net worth individuals. That is why HFO Law Group, an affiliate of SMD Consulting & Accounting, LLC, focuses exclusively in areas that complement our clients’ present and future financial goals. Our lawyers are present in every detail of your financial life, working alongside your CPA and wealth management team to architect legal strategies and solutions that preserve your wealth today and in the future.

Though our lawyers are very skilled in traditional estate planning techniques, HFO Law Group is not a traditional estate planning firm. Our goal is to help our clients transfer wealth across generations in the most tax efficient way possible. We design, oversee, and maintain some of the most cutting-edge strategies and solutions in the industry, including philanthropic planning, planning for family members with special needs, and guiding younger generations through the challenges and risks associated with receiving significant amounts of wealth.

Our estate and succession planning processes generally revolve around the financial planning performed by our wealth management, tax planning, and insurance counterparts. 

Our attorneys are present during the financial planning process to ensure they understand the nuances of our clients’ wealth goals. Our multi-faceted, all-encompassing, holistic approach means our estate plans are full of tangible goals, not legal minutia. Unlike the conceptual or theoretical environments that many other estate planning attorneys operate in, our estate plans are deeply rooted in the practical implications of real-life decisions.