Estate Planning
We believe that estate planning is a process that has relevance to all individuals and should be viewed as a lifelong endeavor. Our professionals are equipped to assist you in developing a plan designed to:
- Build your estate – increase income and income producing assets
- Preserve your estate – improve spending habits, protect from uncertain events, reduce income taxes
- Distribute the estate – avoid the costs of probate, control the use of assets, reduce estate taxes
The above processes often includes the following services:
- Trust review and creation *
- Investment planning
- Business succession planning
- Insurance planning*
- Review of estate planning documents
- Preparation of estate, gift, fiduciary and private foundation tax returns
- Charitable planning
*With assistance of outside consultants