Individual, Estate and Trust Tax
Protecting your family is your number one priority.
Safeguarding your family’s interests and financial security is a concern we share with you. We have worked hard to earn clients’ trust and confidence in these matters and work closely with clients to plan and implement personalized strategies to safeguard family interests and preserve wealth for future generations.
Whether you are making lifetime gifts to family members, planning the transfer of your business to the next generation, or making arrangements for your retirement, we can help you. Our goal is to identify and deal with issues to prevent them from becoming problems.
Working as a team with all of your advisors, we will work with you to create an estate plan that gives you peace of mind and protects your family. You and your family deserve nothing less.
- Advising clients on pre-death gifting options to minimize current gift and future estate tax liability
- Planning for a smooth transfer of family assets, while minimizing potential tax liability
- Protecting your assets as you enter into new business and personal relationships
- Resolving beneficiary and guardianship disputes
- Deferral, minimization and/or elimination of estate taxes
- Leveraged use of gift tax exclusions and credits
- Leveraged use of the generation-skipping transfer tax exemption
- Preservation of privacy in the settlement of your estate
- Simplification of the estate settlement process
- Successfully passing of your family business on to the next generation
Successfully balancing and coordinating personal and business objectives is what we do best.