• Tax Compliance • State and Local • International • Investment Fund Support • Transaction Support • Tax Authority Representation • Executive Compensation • Outsourcing/ Co-sourcing • Estate Planning • Expatriate Services

Estate Planning We 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 to draft wills and trusts in their most flexible format. Overall, we assist you and your advisors in developing a sound strategy that minimizes your taxes and meets your family’s overall goals. Our clients typically utilize a variety of tools to meet their 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. We gain an understanding of your comfort with gifting to family members — in regards to both dollar amounts and control.   Return to Tax Services Main Page