Tax, Financial, and Retirement Planning for
Attorneys
Tailored Planning for Attorneys
The rhythm of an attorney’s financial life is unlike any other. Whether you’re a partner navigating K-1s, a litigator with irregular cash flow, or an estate lawyer who understands complexity but rarely has time to manage your own, we understand how your work intersects with wealth.
Tax planning at the center – From multi-state filings to tax-sensitive compensation and deductions, our goal is to consider the after-tax impact in every decision.
Estate planning integration – Your estate strategy should evolve as your practice does. We coordinate trusts, gifting, and succession planning to protect what matters most.
Clarity through complexity – From partnership distributions to retirement benefits, we walk beside you with the kind of steady, detail-oriented support you give your own clients.
A concise guide to help align your practice, personal goals, and long-term vision.
Note: Somerset has the ability to engage with attorneys at the firm level from an advisory and pricing standpoint. To learn more, please send an email to hello@somersetadvisory.com.
