Estate Planning

We are committed to working with our clients to help them determine their long-term personal financial goals. In addition we work with our clients in structuring their estate assets to minimize tax liabilities and maximize value to future generations.

We will work with your attorney and accountant to develop a plan of action and legal documentation. We will coordinate all of this with your insurance contracts to provide a sound workable plan. Periodically, we will review your plan to be absolutely certain that it continues to accomplish your long-term objectives.

Many families have seen over half the family assets confiscated by federal and state inheritance tax. Banking relationships have become severely strained and real estate is often sold at below market prices in order to finance these estate taxes.

Our goal is to assure our clients that all prudent steps have been taken to manage their tax liabilities and to create the most effective means to finance whatever tax liabilities remain.