Estate taxes can ruin an estate that is not designed, built and maintained properly. Only through comprehensive estate planning can your estate be protected and preserved. Estate planning is among the most complex of all tax planning areas. We have had years of experience in creating the best plans customized to meet our clients objectives.
Our firm includes professionals with experience in all planning areas. We also have alliances with some of the top planning groups in the country to better serve your interests. We will organize a team comprised of all the necessary advisors including: bankers, insurance representatives, investment advisors, and CPAs to make sure the plan is properly implemented, funded, and maintained. You can have peace of mind knowing that your estate plan is in place and understood by you and those with whom you choose to understand your plan.
- Revocable Trusts
- Insurance Trusts
- Domestic Asset Protection Trusts
- Estate Tax Returns, Allocations and Distributions
- Gifting
- Pre-nuptial / Post-nuptial Agreements
- Wills
- Powers of Attorney
- Medical Directives
- Charitable Planning / Foundations
- Off-Shore Asset Protection Trusts