Estate and Trusts
We assist you with wealth preservation. Estate taxes are increasing! The stakes are high!
Creating optimal financial plans for transfer of family wealth and business control has always been an integral part of the long-term relationships we cultivate with our clients.
We work with our clients and their advisers as a team to create unique, effective and efficient solutions for wealth preservation plans. –Solutions that minimize estate and gift tax liabilities, maximize heir inheritance, coordinate asset protection with estate planning objectives and provide transition, business succession and transfers. As advisers and confidants, we approach each client’s wealth preservation and set of circumstances always in a personal and unique manner.
Estate and Trusts
Estate taxes are increasing! The stakes are high!
Creating an optimal financial plan for the transfer of family wealth and business control is an integral part of the relationships we have cultivated with our long-term clients.
We work together with our clients and our partners as a team to create unique, effective, and efficient solutions for wealth preservation. Solutions minimize estate and gift tax liabilities, maximize inheritance, coordinate asset protection with estate planning objectives, and provide transition for business succession and transfers. As advisers and confidants, we approach each client’s individual wealth preservation circumstances personally.
- Advisory Services and Planning
- Bookkeeping and Accounting
- Charitable Giving and Trusts
- Estate and Trust Income Tax Returns
- Family Wealth Preservation and Intergenerational Succession
- Insurance Consulting Services
- Inventory of Assets
- Retirement Plan Consultation
- Tax Projections, Analyses and Alternatives