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Estate taxes can claim up to one half
of everything you own. Proper planning is a necessity.
It is an important way to assure that you minimize
estate settlement costs and maximize the size of the
estate you preserve for your family. We provide advice
on issues such as property ownership, distribution
strategies and estate tax reduction techniques. We also
identify and analyze potential liquidity and
equalization issues.
Some of the tax reduction strategies we
regularly consider include multi-trust arrangements,
revocable trusts, irrevocable trusts, various gifting
strategies and charitable planning techniques. We can work
with your legal and tax advisors to coordinate your estate
planning strategy.
Services Include:
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