Successful estate planning requires a thorough understanding of your goals, objectives and motivations. We want to protect your legacy for future generations. In the complex area of estate and trust planning, much is at stake. You need to know that your family, the charitable causes you support, and your beneficiaries will receive their intended inheritance with a minimum of estate and gift tax liability. You also may want to maintain an element of control over those assets during your lifetime.
We help our clients successfully manage their current estates and facilitate the transfer of family wealth.