We can develop sound strategies that take into consideration the myriad of new estate tax laws, enabling you to preserve your wealth and pass it on to your designated beneficiaries however you choose.
We can develop sound strategies that take into consideration the myriad of new estate tax laws, enabling you to preserve your wealth and pass it on to your designated beneficiaries however you choose.
Our comprehensive knowledge of complex federal estate and gift tax law allows us to offer a full range of estate planning services. After conducting a complex evaluation of the potential income, estate, gift and generation skipping transfer taxes, we create customized plans to efficiently transfer assets to chosen beneficiaries while preserving personal and ultimate family goals. We implement the appropriate planning tools, including the establishment of trusts, gifting programs, entity freezes, private foundations and the commencement of insurance and charitable planning.
We also help clients support organizations or causes that they value through the structuring of charitable remainder trusts, charitable lead trusts, charitable gift annuities, private foundations and 501(c)(3) organizations.