Wolfish & Newman, P.C. was established in 1996 with the aim of providing a boutique estate planning law service. The firm's vision is centered on assisting individuals with the planning and execution of their estate plans. To this end, the company works in close collaboration with families and their advisors to create and implement estate plans that achieve three primary objectives: 1. To transfer family values; 2. To reduce the amount of federal income, gift, estate and generation skipping transfer taxes; and 3. To ensure the care and support of family members, friends and/or charities. The process of estate planning begins with the individual. Wolfish & Newman, P.C. listens to their goals and objectives for their family and thoroughly assesses their existing estate. After that, they provide advice on the advantages and disadvantages of strategies that are compatible with the stated goals and objectives. The firm recognizes that the development of an estate plan is a collaborative process and thus works in tandem with the individual and their advisors to construct and put into action a comprehensive estate plan that offers protection to the family and their assets throughout their lifetime and beyond.
