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OUR PROCESS

Zisman, Ingraham & Mong P.C. will develop a personalized plan for you, beginning with one simple step — we listen. Taking family and business concerns into consideration, we provide you with options — even those you haven’t considered — and communicate them clearly and concisely. We are known for our tax expertise in Estate, Gift and Generation Skipping Transfer Tax. We work with small business owners, including farmers and ranchers.

 

Your estate planning decisions have both personal and financial consequences. We are here to help you understand your options and the ramifications, allowing you to make informed decisions. We will help you tailor your estate plan to meet your objectives by creating a plan that blends your wishes with maximized estate and income tax savings.

Ensuring a positive experience for our clients is a firm-wide mandate. Our staff of paralegals and legal assistants are professional, highly trained, and skilled. Being responsive to our clients’ needs is our priority.

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