Estate, Trust and Gift Tax Planning

You worked very hard in life and made decisions along the way that have impacted your wealth. Now what? It is, no doubt, important to you that you have the opportunity to determine what will happen with the legacy you leave behind. Effective estate planning facilitates the orderly transfer of assets to your heirs, provides security for those you care about, and can minimize the tax due on the transfer of your assets. For family, one of the best gifts you can leave them is a carefully thought out plan. For business owners, providing for business continuity and succession of ownership is essential.

The fact is Estate and Trust planning is complex. We can help put your mind at ease with the proper planning for your estate. We coordinate with your attorney, valuation experts and professional financial planners to put together a plan that accomplishes what YOU want.

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The above services are not all inclusive. We will design our services specific to your needs. For additional information contact us.