Preparing for financial security for your family and loved ones can often be overlooked. Yet, this is a very important, and sometimes difficult task that requires professional assistance in considering the family’s estate assets, values, healthcare, life insurance, and the ultimate distribution of these. Our team works with attorneys and others to provide a comprehensive solution for your estate and trust planning needs.
We are prepared to help you with the following:
- Advise on current tax law with respect to gifting, and estate planning.
- Assist in securing adequate retirement income through a restructuring of assets in a tax efficient manner.
- Maximize the values transferred to heirs.
- Prepare Estate, Trust and Gift Tax returns and create tax efficiencies in Trust and Estate administration.
Let us help you get your ducks in a row.