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Estate Planning

You’ve worked a lifetime to build your wealth. Have you considered what will happen to it in the future? Will your assets be distributed as you wish or as the government sees fit?

As Benjamin Franklin once said, "In this world, nothing can be said to be certain except death and taxes." Although you can’t eliminate either death or taxes, you can plan to reduce the effects of estate taxes while ensuring your assets are transferred to your loved ones exactly as you wish. As you plan to protect your hard-earned assets, you can also plan to care for your family, friends, and favorite charities, now and in the future

Our Approach

We begin by meeting with you to learn about your assets and understand your goals. Our method of estate planning includes cash flow and budgeting analysis for inter vivos gifting, income tax planning for tax-sensitive assets such as retirement plans and highly appreciated assets, as well as the design of creative succession planning techniques for the family business owner, if appropriate. We will:

  • Review your current wills, trusts, property ownership, and basic asset allocation to help reduce income and estate taxes and make sure your assets will be passed to your heirs in the manner you choose.
  • Discuss charitable gift planning options that may help you receive the maximum income and estate tax benefits available.
  • Utilize multi generational planning that may help you receive significant estate tax savings and take maximum advantage of the complex generation skipping rules.
  • Analyze existing insurance programs and develop advanced life insurance solutions.
  • Provide ongoing implementation and adjustment of the plan as your situation and tax law changes.

Estate planning, although complex, is simply too important to ignore.