Our Approach

Our collective approach at Engelmeier & Umanah is to provide cost effective, personalized integrated estate and business planning tailored to your specific needs. In addition to the various services we provide, we also provide counseling on taxation issues, business transactions and real estate transactions.

At Engelmeier & Umanah, we strive to help you meet your objectives in order to ensure that your financial resources continue to take care of you and your loved ones.

Whether you are being squeezed out of your share of a loved one’s estate, planning for the care of an incapacitated person, contemplating various tax effective transfers to loved ones, contemplating the effect of a proposed business arrangement, or simply planning your estate, we have the experience and knowledge necessary to guide you through the process. Please take a few moments to review the services we offer and let us know if we can be of assistance to you.