Estate/Wealth Transfer Planning

Proper estate planning allows you to plan for your loved ones without giving up control of your affairs and preserves what you have worked a lifetime to build. This gives you maximum flexibility to decide when and how your assets will be distributed.

A good estate plan helps you protect wealth, minimize estate tax, and provide a legacy for your loved ones. Our experience with a wide range of trusts and tools will help you employ charitable and other gifting strategies to take advantage of annual and lifetime estate- and gift-tax exclusions.

Most importantly, we will work with an attorney to ensure that the estate planning documents properly incorporate your wishes.

Life-changing personal events and ever-changing federal and state tax laws make estate planning a lifelong commitment that we review diligently.