Lavelle & Finn LLP has earned its reputation providing uncompromising personal legal services in a confidential and caring atmosphere for over 25 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 more than 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 and business succession planning.
New Law Makes Big Changes
to Retirement Plans
As part of a major spending package, President Trump has signed...
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IRA and Retirement Plan Limits for 2020
The maximum amount you can contribute...
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Year-End Tax Planning
As the end of the year approaches, it’s time to consider strategies that could help you...
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Appropriate Checklists for Year-End Tax Planning
Tax planners often develop checklists...
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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.