Individual Services – Estate Planning

This planning area encompasses a wide range of activities, several of which are listed below:

  • Inventory taxpayer assets and liabilities to assess current financial position,
  • Create lifetime giving programs,
  • Utilize trusts for the benefit of spouse and future generations,
  • Plan Last Will and Testament, and
  • Effectively utilize closely-held businesses intended to remain within families.

The primary objectives to achieve from estate planning services include, but are not limited to:

  • Reduce client’s taxable estate,
  • Protect and provide financial security to client heirs,
  • Increase likelihood of smooth transition of closely-held, family businesses, and
  • Minimize tax liabilities of asset transfers from one generation to the next.