Question 1

What are the main practice areas of Merritt Watson, LLP?

Accepted Answer

The firm concentrates its practice in the areas of estate planning, estate administration, and business planning.

Question 2

How does Merritt Watson, LLP work with clients and their financial advisors?

Accepted Answer

The firm works closely with clients and their financial advisors to design comprehensive, sophisticated, and customized plans to best meet individual and family goals, and to preserve family wealth.

Question 3

What is the firm's approach to tax planning?

Accepted Answer

The firm's knowledge of income, estate, and gift tax allows them to personalize both estate planning and business planning strategies that respond to client objectives while mitigating potential future tax obligations.

Question 4

What is the client base of Merritt Watson, LLP?

Accepted Answer

The firm's client base is diverse, including successful entrepreneurs, business executives, multi-generational families of substantial wealth, new business ventures, and real estate developers.

Question 5

What are the benefits and services offered by Merritt Watson, LLP?

Accepted Answer

The firm offers a range of benefits and services, including sophisticated and customized estate planning and business planning strategies, as well as expertise in tax planning and preservation of family wealth.

Merritt Watson LLP

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Frequently Asked Questions about Merritt Watson LLP

What are the main practice areas of Merritt Watson, LLP?

How does Merritt Watson, LLP work with clients and their financial advisors?

What is the firm's approach to tax planning?

What is the client base of Merritt Watson, LLP?

What are the benefits and services offered by Merritt Watson, LLP?

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