Estates, Gifts and Trusts Taxation

Estate, gift and tax planning is more than wealth transfer upon death.  An integrated estate plan considers your goals and plans for the disposition of your assets during life and beyond, as well as taxation of your estate.  Planning helps you minimize estate taxes and insures that your assets are distributed according to your wishes.

For clients already working with an advisor, we help to develop and implement integrated estate planning strategies that are customized to meet each client’s needs and wishes.  If you are not working with an advisor, we will direct you to estate attorneys and planners who, in conjunction with our firm, will collaborate to develop a comprehensive plan to suit your needs.