Estate Planning

An effective estate-planning strategy considers family dynamics, business and philanthropic goals, retirement planning and tax objectives. Working in tandem with lawyers and other financial advisors, we help our clients achieve their long-term goals while protecting their assets and preserving their estates. We have a thorough understanding of estate and gift tax regulations, and can help you evaluate the estate-planning techniques that are best suited for your circumstances. Our professionals are available to consult with you on many different estate-planning matters including:

  • Comprehensive estate planning, including an estimation of the current tax on your estate
  • Gifting strategies
  • Use of various types of trusts
  • Special planning strategies for owners of closely held businesses, including: consideration of tax implications of shareholder agreements, business valuations, and use of liquidity and marketability discounts in gift and estate tax planning
  • Installment payment of estate taxes
  • Estate and trust return preparation
  • Estate and trust administration