In order to minimize the potential tax burden on your estate, our Trust & Estate Group is here to help you through the maze of estate planning strategies such as gifting options, life insurance evaluation, Family Limited Partnerships, and various trust options and alternatives. We will help you understand any recent changes, and outline what you can do to take advantage of the provisions in the current law to minimize your estate tax, allowing you to safely transfer your assets to the people and charities you care about most.

Our experts have deep expertise in estate and trust planning, administration, and taxation, and we are glad to work with your attorney in these matters. Together, we can determine the best course of action for you and your estate. We look forward to talking with you and answering your questions about Estate Planning and Trusts.

 

Succession Planning

If you’re a business owner, we can also develop a formal succession plan that will leave no doubt about who will be in the essential ownership positions of your business in the future. Whether you have family involved in the management of your business or not, a succession plan can help protect and provide for your family, and give direction to key employees.

While a good number of our clients have created a Will or have a living trust, the changes in the law in the last two years are significant enough to warrant updating your plan if you haven’t already done so. We would like to help you plan and prepare for these changes. And, if you are like most people and you haven’t yet created a Will, we would like to help you get this done.