We prioritize building relationships and earning the right to be your trusted estate & gift advisor. From the initial design stage of an estate & gift plan, through implementation, compliance, and beyond to the beneficiaries, we will help you transition each step of the way.
Our team takes a consultative approach to each estate & gift planning situation, understanding that there are complex family issues and multiple factors that make up the financial landscape, and need to be considered.
What We Do
We provide a number of services specific to the estate & gift industry . See below to learn more about a few that we have chosen to highlight here.
Tax
- Estate tax minimization
- Estate tax and gift tax compliance; advisement on gift tax regulations
- Integration of charitable giving goals with income and estate tax planning
Planning
- Wealth preservation and estate planning
- Use of family limited partnerships and other family-controlled entities
- Multiple-generation planning
- Business succession and asset transitioning
Trusts
- Structuring of trusts and other entity choices
- Filing trust returns
- Assistance with trust operation and administration
