Estate Planning

Expert estate planning is critical to ensuring a smooth transfer of your business and personal assets to your chosen successors while minimizing estate taxes.

We can help make sure you decide who will inherit your assets – not the government.

Your estate plan lets you decide how your property - homes, bank accounts, investments, business interests, retirement accounts, cars, collectibles, personal belongings, etc. - will be distributed. Without a plan, your property could be distributed arbitrarily per state law, regardless of your wishes or your family’s needs.

People often mistakenly assume that estate taxes affect only those with large estates. However, given the prevalence of dual-income families and high real estate values in many areas of the country, many middle-class family estates are subject to the federal estate tax which is significantly higher than the top federal income tax rate.

Estate planning needs vary widely depending on your situation. A couple just starting out might have simple wills and joint bank accounts, while individuals with significant wealth need careful planning to ensure a smooth transfer of assets and minimized estate taxes. Regardless of the size of your estate, we are here for you to make sure your wishes are carried out accordingly.

Our services include:

  • Business succession planning
  • Family wealth planning
  • Estate, gift, charitable, and generation-skip transfer tax planning and investment strategies
  • Asset protection strategies
  • Family governance structures
  • Tax disputes