Estate and Gift Tax Planning
Proper estate planning can give you peace of mind and potentially save hundreds of thousands of dollars in estate tax. One size does not fit all and we can help you resolve your biggest concerns and provide for an orderly disposition of your estate to your heirs.
Some of the areas we can assist you include:
- Wills and probate
- Living trusts
- Life insurance trusts
- Family limited partnerships
- Succession planning and exit strategies for the business owner
This area is very dynamic and issues other than taxes must be considered. A knowledgeable and trusted advisor can make a big difference with your estate plan.