Practice Areas

Estate Planning Services

We help achieve our clients' goals by making recommendations based on the particular needs of each client, and are coordinated to minimize income tax, gift tax, estate tax and generation-skipping tax implications.

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Small Business Services

Shelly D. Merritt represents small to medium sized closely held companies, executives and business owners.  She assists her clients with choice of entity considerations, drafting and filing of entity documents, business governance, negotiation of business transactions, tax planning and advice, and general business counsel.

Read more: Small Business Services

Photo Courtesy of Scott Mahone