Estate Planning

Estate PlanningOur job as estate planners is to make sure that you can leave as much of your hard-earned wealth to your beneficiaries.  We ensure that our clients are completely up-to-date with the always changing estate tax laws.  No matter what stage of existence your estate is in, we have the experience and expertise to work with you, your legal counsel and the courts in a seamless fashion.   Listed below are some of the services we provide in this highly complex area:

  • Review of attorney prepared trusts, wills and estate documents to ensure your financial objectives are met.
  • Provide assistance to attorneys in designing and developing various trusts and other tax vehicles to maximize tax benefits.
  • Provide assistance with funding and administration of trusts before and after death, to ensure terms of the trust documents are met.