For over 33 years, Richard K. Lichtman has been providing clients with creative and strategic solutions to their complex tax and estate planning needs. Today, Rick and his staff specialize in income tax planning, estate and gift planning, tax preparation, estate and trust administration, and small business planning for families of moderate to high net worth.
We pride ourselves on providing individual advice to fit your unique circumstances. Rather than narrowing in on only a single aspect, our office believes in looking at the whole picture in order to better advise and ultimately achieve your goals for your loved ones and yourself.
Our work with clients is a dynamic process. As your life changes—and as tax laws change—so do your planning needs. We intend to be there with you to guide you through all of these changes so you will always have peace of mind. As a testament to our commitment, we often serve as advisors to several generations of the same family as well as advisors to friends and relatives.