Estate Planning

Our process addresses the three basic tenets of estate planning – financial planning, orderly transfer of assets, and overall preservation of wealth.

We educate and inform our clients on the options available to their well-defined objectives. Our objective-driven planning process results in a high degree of implementation and predictable results, removing many variables through a detailed process of analysis – identifying problems, finding opportunities, and delivering solutions. It’s also comprehensive, considering many of the following:

  • Property Titling
  • Beneficiary Designations
  • Trust Options
  • Retirement Plan Distributions
  • Gifting
  • Asset Valuation
  • Estate Taxes
  • Non-Tax Issues
  • Asset Protection Structures
  • Family Foundations
  • Generation Skipping Transfer Tax
  • Estate Valuation Freeze Techniques
  • Charitable Planning
  • Split Interest Estate Tax Reduction Concepts
  • Fractured Entity Valuation Discounts
  • Intergenerational Estate Planning
  • Integration with Business Succession Planning