Estate Planning

 Who will take care of you and manage your finances when you are sick or unable to take care of yourself?

Special Needs Planning

Our services encompass holistic estate planning needs of an individual with a disability.

Business Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

Tax Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

Tax Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

 
 
The Tax Planning Department works to develop a plan to minimize transfer taxes during and after a client's lifetime, by utilizing sophisticated techniques to maximize the wealth our clients transfer to their children or to other designated beneficiaries. The tax planning department will prepare estate and gift tax returns, and provide assistance in resolving audits of estate and gift tax returns. In addition, the Tax Planning Department will consult with our clients to help them fully understand their retirement benefits, and advise and develop strategies to maximize the benefits our clients receive from their retirement plans. Our key services in Tax Planning include:

 

1.  Developing an Estate Plan to maximize the use of the Estate Tax Exemption

2.  Preparing Estate and Gift Tax Returns and Resolving Audits

3.  Use of Advanced Trusts to Maximize Wealth Transferred to the Next Generation

4.  Planning with Investments and Retirement Benefits

5.  Charitable Planning with Retirement Benefits

6.  Planning to minimize the impact of Large Capital Gains