We use sophisticated and creative planning techniques to help our clients reduce taxes, preserve wealth, and meet their personal, family, and business goals.
With prior experience as a partner of a large regional law firm and as a CPA, Peggy K. Gardner concentrates her legal practice on complex estate planning, estate administration, taxation, business succession planning, charitable giving, and the full range of wealth preservation strategies for high net worth clients.She is a Super Lawyer and a fellow in the American College of Trust and Estate Counsel.
With prior experience as a partner of a large regional law firm and as a CPA, Peggy K. Gardner concentrates her legal practice on complex estate planning, estate administration, taxation, business succession planning, charitable giving, and the full range of wealth preservation strategies for high net worth clients.She is a Super Lawyer and a fellow in the American College of Trust and Estate Counsel.
Services
Peggy K. Gardner uses sophisticated and creative planning techniques to help her clients reduce taxes, preserve wealth, and meet their personal, family, and business goals. Prior to beginning her legal career, Peggy practiced as a CPA in the audit and tax departments of the "Big Eight" accounting firms of Arthur Young and Coopers & Lybrand where she conducted complex audits and tax planning and compliance work.
The simple fact is that virtually everyone needs an estate plan. With an estate plan, you can leave your assets in a manner that reduces estate tax, provide creditor protection for your beneficiaries, and even make plans for special needs family members. Estate Planning includes: Revocable (Living) Trusts, Wills, General Durable Powers of Attorney, Healthcare Powers of Attorney, Living Wills, HIPAA Releases, and Disposition of Last Remains.
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