We work with our clients to define clear goals and develop sound strategies that minimize the relative estate tax impact and ensure more of their hard-earned dollars go to the ones they love.

Steps in the estate planning process:

• Review current estate plan
• Suggest tax saving strategies
• Review current assets
• Identify liquidity issues
• Illustrate proposed plan and potential tax savings
• Implementation of documents and strategies

Some of our services include:

• Incorporate pre-existing estate planning arrangements
• Comprehensive estate planning analytics
• Estate tax consulting and reduction
• Family Limited Partnerships/Qualified Personal Resident Trust
• Gift tax returns, foreign trusts
• GRATS
• ILITS
• Prepare and design a thorough estate plan
• Revocable and Irrevocable Trusts