A useful estate plan should meet three goals: ensure that your wishes are met, protect your assets, and preserve your wealth in the most tax efficient manner possible. Whether your circumstances are more common or more complex, every one of us has unique needs and desires. We can also assist with Special Needs Planning, Non-Traditional Family Planning, Business Succession Planning, and Leaving a Legacy.
Estate planning techniques vary as the tax laws change. We will utilize our tax knowledge to develop a tailored estate plan that will meet your particular goals while minimizing or eliminating the tax burden.
We also handle all aspects of the estate and trust administration (probate), including, when appropriate, opportunities for “post-mortem” estate planning utilizing disclaimers, asset allocation decisions, intra-family sales, tax elections, and representation in audits with the Internal Revenue Service in estate and gift tax matters.