Individuals and business owners face unique and complex issues related to estate planning. We know how to navigate the complexities of closely held businesses, so that your business can continue to operate effectively and your assets can pass to your spouses, family members or charitable organizations.
Our knowledge of state and federal estate taxes, gift taxes and generation-skipping transfer laws helps maximize the assets passing through your estate. Once we have determined the most effective estate strategy, we execute the necessary documents including wills, trusts and powers of attorney.
We want to assist you in safeguarding the future of your family members and loved ones and help make a difficult transition less stressful from an estate perspective.
We can also serve as the executor or trustee of your estate or assist your designated executor in fulfilling his or her duties and understanding the complex legal requirements.