Estate and Tax Planning

A thorough estate plan provides peace of mind that your wealth will be safeguarded during life and tax-efficiently transferred to future generations upon death, consistent with the overall family goals and values. Additionally, we pride ourselves on the sophisticated, custom-tailored solutions we design to address our clients’ tax and non-tax goals. We think “outside the box” to create cutting-edge wealth transfer and preservation plans for our clients.

  • Living Trusts
  • Wills
  • Children’s Trusts
  • Asset Protection
  • Tax Minimization
  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships
  • Pre and Post-Nuptial Planning
  • Dynasty Trusts
  • Inheritance Planning
  • Family Legacy Planning
  • Spousal Lifetime Access Trusts
  • Estate, Gift, and GST Tax Reduction/Elimination
  • Qualified Personal Residence Trusts
  • Lifetime QTIP Trusts
  • Private Annuities
  • 678 Trusts
  • Charitable Planning