Estate Planning, Gifts & Trusts
Planning for the orderly transfer of assets to beneficiaries is crucial to providing security for a surviving spouse and family members. Together with your estate attorney we will guide you through the complex process of structuring your financial affairs to create an effective estate plan in order to reduce or eliminate the tax due on transfers of a business and other assets.
- Charitable gifting analysis
- Estate and trust tax returns and preparation
- Estate planning tax minimization strategies