|Few decisions are more intimate and profound than planning what will happen to your business and your personal wealth upon your retirement or death. We will assist you in considering the various strategies available to preserve and protect your assets and to provide a lasting legacy for your family or for a charity that touches you. We will work with your attorney to ensure that your estate plan is thoughtfully and properly organized so that future decisions and actions comply with your wishes and accomplish your goals in the most tax efficient manner.
We recognize how difficult estate planning can be and the numerous considerations involved. Through our experience and expertise, we guide clients as they assess goals and select strategies that preserve and protect their business and personal wealth for future generations.
Our services include:
Review and analysis of estate and income tax aspects of wills and trusts
Analysis of structures using family limited partnerships, defective trusts, private annuities and similar vehicles to transfer wealth
Business succession planning
Charitable planning during life and under your will
Income tax planning for trusts created during your lifetime as part of your estate plan
Lifetime giving as part of your estate planning
Analysis of the use of life insurance in estate planning