With a comprehensive process and custom-tailored estate plans, we can assist individuals, estate executors and administrators with small to large estates with:
- Estate plan creation and implementation
- Fiduciary and estate income tax returns
- Probate and trust court accountings
- Arranging and transferring business interests and other assets to dynasty trusts
- Qualified personal residence trusts
- Marital trusts
- Family limited partnerships, charitable foundations and trusts
- Grantor trusts and other transfer vehicles
- Gift tax returns
Our experienced, professional staff takes a team approach to estate planning, working closely with families, estate planning attorneys and investment advisors to identify and enact the best solution for wealth transfer, which may include:
- Organizing and reviewing documents already in place and recommending amendments where needed
- Reducing taxes at time of death
- Conserving and managing your estate after death
- Transferring assets to heirs
- Generation Skipping Transfer (GST) planning and lifetime gifting
- Liquidity organization to cover taxes and expenses