Estate
Planning
Given the fluidity of tax policy, a “set it and forget it” approach to your estate is no longer sufficient. Our team will examine your documents, identify areas where you may be exposed, and collaborate with your attorney to make applicable changes. Using easy-to-understand diagrams, we will review your plan frequently to ensure your wishes are fulfilled exactly as outlined.
What You May Be Thinking
- Do we need a trust?
- How can we mitigate our estate tax liability?
- Will our beneficiaries owe taxes on the assets they inherit?
- Who will provide financial and health-related assistance to the surviving spouse?