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Estate Planning and Estate Tax Planning

There are many strategies involved with estate planning including revocable trusts, irrevocable trusts, wills, durable powers of attorney, and health care directives.  We strive to understand our clients’ unique situations to understand their estate planning needs. 

In addition to income tax planning, it is important to consider other taxes such as gift taxes, state and federal estate taxes, inheritance taxes, and generation skipping taxes.  Our team is focused on preserving family wealth and if not planned for appropriately, these taxes can significantly reduce the wealth that has been accumulated.

Our clients have employed many strategies to protect their assets, preserve their wealth, and provide for their families and charitable organizations.  These strategies include, asset protection planning,
business succession planning, Charitable Planning, Life Insurance Trusts, Gifting Strategies, Irrevocable Trusts, and Special Needs Trusts.