Trusts & Estates

Estate Planning to Protect Your Family's Wealth

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.

Some of our Trust & Estate services include:

  • Analyzing the current estate plan to determine future income and estate tax consequences
  • Preparing complex estate, gift and trust tax returns
  • Establishing family trust and investment partnerships
  • Review of existing wills and trusts
  • Gifting strategies
  • Multi-generational planning
  • Charitable gifting
  • Tax compliance
  • Related income tax planning
  • Estate administration
  • Tax elections
  • Retirement account planning
  • Business succession planning
  • Help determine options for establishing private philanthropic foundations, donor-advised funds and other charitable vehicles

We look forward to meeting you!

Contact us to schedule a consult today. We would like to help with your tax and planning needs.