Douglas S. Wolgamot

I focus on business succession planning and have extensive experience in advising closely held business owners on issues relating to business structuring, ownership succession, wealth transfer planning, and individual estate and tax planning.

I focus on estate planning and business succession planning.  Estate planning and the process of administering an estate or trust following an individual’s death can seem confusing and overwhelming.  Often times this leads to clients putting off important planning they know is needed.  I take time to learn about each client’s individual circumstances, goals, and challenges; I educate clients in the areas that affect them most; I help clients focus in on the issues that matter most to them; and I provide clients with understandable recommendations that allow them to make informed decisions.  Clients don’t need to be experts in estate planning; instead they need an expert trusted advisor who can help them identify the right questions to be answered and formulate a plan to achieve their unique goals.  Clients tell me all the time that estate planning never made sense to them until they worked with me.  I take pride in my ability to communicate complicated concepts in an understandable way.