Estate Planning

Estate and 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.

Trust Opportunities and Business Succession Planning

For assistance with Trust Opportunities and Business Succession Planning, please contact us for a free consultation.