WORKING WITH THE LONG LAW FIRM

We have been working with clients on their estate and tax planning needs for over 30 years, often representing family members of multiple generations. For most of that time, William Long ran the Private Wealth Services department for the Chicago office of McGuireWoods LLP, nationally recognized as the top Private Wealth Services group in the United States. 

William Long started his legal career as a Tax Specialist with the accounting firm of RMS McGladrey, primarily working with wealthy individuals and closely held family businesses, addressing both business and individual tax issues.  This accounting and tax background are invaluable in working with clients on their estate planning matters. Not only can we identify potential tax issues, but we can offer solutions to accomplish the client's goals and avoid estate and income tax pitfalls. As needed, we partner with a few select attorneys, paralegals and support professionals to make sure all of our client's needs are being met by the best people in the estate planning practice. We also readily work with the client's other advisors to make sure the client's plan is sound from the planning stages through execution.  

My team and I have worked with Bill for a number of years.  What I appreciate most is Bill’s professional and straight-forward demeanor.  Bill keeps things simple when simplicity is all that’s needed, but can implement sophisticated and creative strategies when the situation requires it.  Bill takes a collaborative approach to planning, coordinating his efforts with the client's team of advisors, which I find yields the best outcome for the client.  I would recommend Bill to anyone who is interested in starting the estate planning process or who needs to review an outdated estate plan.

David L. Rogers

Certified Private Wealth Advisor®

Jamieson Financial Services, LLC