Taxation presents unique challenges at nearly every life stage and wealth decision you make. Planning your estate is no different.

In this case, however, tax can get in the way of carrying out your wishes for your family’s wealth. You need a thorough estate plan in order to ensure your wealth is transferred to the next generation, other beneficiaries, or charitable causes, without undue losses. For this reason we work to coordinate the legal, accounting and tax specialists needed to plan your estate, and we help you bring it all into order alongside your family wealth goals.

Our services include:

• Custom estate plan through tax and estate specialist
• Trusts and other preservation structures
• Updating your wills and powers of attorney
• Consultation with your accountant and lawyer
• Minimizing estate taxes through intergenerational transfer

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Top 10 Reasons to Work with Us