Although estate planning may not be at the top of your list of financial priorities, the result of improper planning can be very costly to your estate and to your family. Without a clear plan in place, families can risk losing over half of what was accumulated during a lifetime. Our experienced professionals can recommend strategies for reducing estate taxes, alleviating administrative costs and preserving wealth that will ensure financial security for your future generations.
Estate Planning Services for Individuals and Families Include:
Business Succession Planning
Charitable Remainder Trusts
Family Limited Partnerships
Gifting Strategies
Irrevocable Trusts
Limited Liability Companies
Private Annuities
Revocable Living Trusts
Tax Services for Estates and Trusts:
Consulting to Executors
Estate Accountings
Estate Tax Planning
Estate Tax Returns
Fiduciary Income Tax Returns
Post-Mortem Estate Planning
Gift Tax Returns