Estate Planning

You've worked hard all your life to accumulate the wealth you have today. But have you considered where and how you want your assets to be dispersed after your death? We understand that without proper planning, the government could be your greatest beneficiary at the time of your death. Changes in estate tax laws add to the complexity, and often the confusion, when it comes to dealing with these matters. Planning your estate is a team effort between client, attorney and financial planner. We can help you assess your current estate, value and illustrate how much will pass to your heirs and how much will pass to the government, and we can develop a plan based on what you wish to accomplish.

Other areas of expertise include charitable planning and gift planning to reduce the impact of taxes and leveraging assets to provide more to those you love when you are unable to help them along. The longer you wait to do something, the larger the problem becomes. Our services include:

• Estate Preservation
• Trusts and Wills
• Estate Cost Analysis
• Charitable Planning
• Gift Planning
• Tax Savings
• Multi-generational Wealth Transfer
   
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