Lavelle & Finn LLP has earned its reputation providing uncompromising personal legal services in a confidential and caring atmosphere for over 20 years. Our clients are esteemed members of the community, and include business leaders, investors, retired individuals and successful families. We fashion our services to exceed their desire for excellence, accessibility, and reliability. We provide our clients with sound and seasoned judgment to aid in protecting them, their families, and their assets from taxes, predators, and other threats to wealth. We succeed when our clients succeed.
For nearly 25 years, Lavelle & Finn LLP has played an integral role in helping our clients preserve their wealth and plan for an orderly and effective business succession. Our team of dedicated professionals provide a wide range of services, including estate planning and elder law, income tax planning, business succession planning...
Outlining the Trump Tax Plan
As a candidate in 2016, Donald Trump promised significant tax reform. A few months after becoming President...
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How Small Business Retirement
Plans Compare

In recent issues of the CPA Client Bulletin, various small business retirement plans were described. If your company does not have a retirement plan...
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Taxable Versus Tax-Deferred Accounts
Some people do all of their investing in an employer-sponsored retirement plan where earnings are untaxed until withdrawn...
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Dedicated Support
Lavelle & Finn is with you from start to finish. Our hands-on counseling enables you to save money and avoid aggravation by dealing with complex issues up front.
Attorney-Client Privilege
Every conversation and document produced in connection with our legal services is protected from disclosure to anyone. Confidentiality is a core principle of our profession and of upmost importance to the dedicated members of our firm.
Reasonable Fees
A small group of highly motivated professionals, devoted to specialized counseling, can deliver the highest-quality services in a timely manner for a reasonable fee. It is that simple.