Wealth Transfer / Estate Planning

To assist our clients with estate planning, we work with them to help define their goals and objectives and to implement their estate plans while minimizing transfer taxes. We will work closely with your attorney in accomplishing your objectives, or refer highly qualified attorneys with whom we have worked in the past.

Services provided include:

• Meeting with you and your family to discuss alternatives for transferring wealth and managing your affairs in the future.
• Discussing alternative strategies to reduce gift, estate, and generation-skipping taxes, consistent with your objectives.
• Structuring charitable giving strategies.
• Reviewing of existing and proposed estate planning documents.
• Preparation of gift, estate and foundation tax returns on an ongoing basis.
• Periodic review of your estate planning, given changes in your asset base, tax laws and family circumstances.