ESTATE PLANNING

A proper estate plan in place will ensure your clients’ heirs will have the cash on hand to settle their estate, mitigate taxes, avoid probate, and qualify for certain government programs. Estate planning guides,  gifting, and trusts are your basic estate planning tools. Specialized trusts such as special needs,  foreign nationals, and spousal lifetime access trusts, are essential elements for a proper estate plan to protect your clients’ loved ones. In addition, we offer

• • Estate Tax Projections

  • Tax Minimization Strategies

  • Advanced Gifting Strategies

  • Family Business Integration

  • Trust Planning Services

  • Life Insurance Trusts

  • Healthcare Proxies

  • Will Management