With no estate plan, the state law will decide how your assets will be distributed, this means everything you worked for may not even be distributed in the way you would want it. To ensure that everything will run the way you would want it, you have to plan to give yourself the best possible outcome. Let us help you and work together to minimize the estate tax burden on your beneficiaries and dispute the maximum amount possible.

Services we provide but are not limited to:

• Acting as the Executor of your estate in an effective manner
• Analyzing the financial need of your loved ones
• Analyzing your personal financial needs
• Creating trusts and testamentary trusts
• Determining the valuation of your estate, considering interest in all investments, businesses and retirement benefits
• Develop a lifetime gift program utilizing appropriate vehicles, such as family limited partnerships, charitable trusts and qualified personal residence trusts
• Ensure the proper implementation of the estate plan Estimate estate taxes under current estate plans, if any exist. Strategize alternatives and quantify potential tax savings.
• Examine any family-owned business issues, including valuation, alternative methods of paying estate tax and the transfer and/or disposition of business interests
• Help you communicate and discuss your plan with your family to ensure there is a mutual understanding of your plan and a commitment to it
• Identify potential liquidity problems caused by federal and state estate taxes, generation-skipping transfer tax, debts, cash bequests, necessary funds for the continued operation of the family business, probate, administration costs, etc.
• Plan for assets with unique estate tax attributes, including retirement plan and life insurance benefits
• Prepare estate, gift, fiduciary and non-profit tax returns
• Review and update your plan as family or business situations change
• Review wills, trust instruments and schedules of assets Setting up of a will to conform to your requirement