Estate & Trust Planning
Estate planning can be the hardest and most procrastinated area of tax planning but it can also be some of the most tax effective if accomplished early with a clear plan for you and your family. We can work with you to help make complicated decisions that can effect your family for many generations to come.
We partner with the family’s estate planning attorney to help define your vision and to communicate that to vision to everyone. Planning is most efficient when everyone is working towards the same goals. Trusts are often the cornerstone of many multi-generational plans. We have experience designing provisions which achieve your family needs. We can also assist with all aspects from prenuptial planning to estate tax compliance.