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Personal & Family Wealth Planning

At GEMRT, our goal is to help our clients preserve their wealth, so they and their families can enjoy a financially secured future.

At GEMRT, our goal is to preserve your assets. We are not afraid to take an aggressive stand on your tax issues and will vigorously represent your position before tax authorities. We begin by understanding our clients’ objectives, interests and expectation, and we work tirelessly to help them develop the right strategies.

Services in this category include:

  • Estate and gift tax planning
  • Individual tax planning and compliance
  • Asset protection
  • Income tax planning for trusts and estates
  • Business succession planning
  • Divorce and separation
  • Education funding
  • Charitable planning
  • Retirement planning