Estate Planning
Tax advice that leads to savvy estate planning.
Without knowing what the future holds, careful, flexible planning is essential to protecting and growing your wealth. We can help you simplify the estate planning process as a member of your estate planning advisory team.
Typically, we work with your legal counsel and financial advisors in a coordinated approach to draft wills and trusts in their most flexible format. We assist you and your advisors in developing a sound strategy that minimizes your taxes and meets your family’s overall goals.
We have deep experience with a variety of tools to meet individual client’s wealth and wealth transfer objectives:
Without knowing what the future holds, careful, flexible planning is essential to protecting and growing your wealth. We can help you simplify the estate planning process as a member of your estate planning advisory team.
Typically, we work with your legal counsel and financial advisors in a coordinated approach to draft wills and trusts in their most flexible format. We assist you and your advisors in developing a sound strategy that minimizes your taxes and meets your family’s overall goals.
We have deep experience with a variety of tools to meet individual client’s wealth and wealth transfer objectives:
- Annual gifting
- Family limited partnerships
- Grantor retained annuity trusts
- Insurance trusts
- Dynasty trusts
- College savings plans
- Charitable trusts and foundations
We work with you to define your financial goals, accumulate a picture of your wealth today and project its future potential. In addition, we gain an understanding of your comfort level with gifting to family members regarding both dollar amounts and control.
The result: valuable tax insight to help preserve and pass on wealth.