Bailey Cavalieri Revenue and Competitors

Bailey Cavalieri LLC provides a full range of estate planning services designed to achieve the personal objectives of our clients. Our services include advice on the transfer of our clients' assets in a manner consistent with their personal goals and in the most tax efficient manner. Our attorneys also have significant experience in succession planning for owners of closely held businesses. Our attorneys prepare wills, trusts (revocable and irrevocable), powers of attorney, living wills, and charitable giving documents tailored to the needs of the individual client. We also assist our clients in maintaining the proper titling of assets. We review carefully the income tax, gift tax, estate tax, and generation-skipping transfer tax consequences of our planning documents. We have extensive experience in the preparation of gift tax returns for our clients. We also assist in planning and drafting charitable giving alternatives, including outright charitable gifts, charitable remainder and lead trusts, and charitable gift annuities.