Taylor Rottjakob advises individuals and families on developing comprehensive estate, gift, and income tax planning strategies to achieve their unique financial planning goals. She represents individual and institutional fiduciaries and beneficiaries in trust and probate administrations, counsels clients on their lifetime gifting options, helps on corporate and partnership formations, dissolutions and agreements, and assists with charitable giving.

Taylor seeks to develop an in-depth understanding of each individual she assists and family dynamic to advise accordingly and create a strong foundation for a multi-generational working relationship.