Planning today to protect tomorrow.
Protecting your life’s work takes more than good intentions – it requires careful collaboration with a team of professionals who can provide you with the legal, financial and tax strategies of a comprehensive estate plan. A smooth transfer of wealth is the name of the game, and a solid estate plan is the foundation for making that happen.
Our team of estate, gift and trust tax professionals can provide value-added services to compliment your financial and legal estate team.
Estate tax savings and transfer strategies
Trust taxation and charitable trust giving planning
Gifting strategies to minimize estate taxes
Will and trust document review for estate and gift tax exposures
Preparation of estate, gift and trust tax returns, along and applicable accountings
Income, gift and estate tax review of business succession planning
