Trusts & Estates
Minimizing your Tax Liability
If you have accumulated significant wealth, you want to be sure your assets are passed on to the next generation in a smooth transition and with minimal tax liability. We can help you and your family with the entire estate process, from initial planning through structuring your assets during your lifetime, to settling your estate and filing all estate tax returns.
Our Estate Planning staff has over 30 years of experience. We start by reviewing your whole financial situation with you, and discuss your plans, needs and wishes in depth. Then we help you structure your assets and estate to put your plans in effect.
Our guidance doesn’t stop there. Over time we review your situation periodically and discuss any changes in family circumstances, to see if any adjustments are needed and to protect your estate from potential problems.
Our expertise includes:
- Succession planning
- Gifts and gift taxes
- Asset preservation
- Revocable and irrevocable trusts
- Estate tax returns
- Settling estates
Contact us today to get started with your estate planning and providing for your family’s future.