skip to main content

Preserving and Protecting Your Legacy

We create strategies to eliminate or minimize the amount of taxes your heirs will pay.

Minimizing Taxes Associated with Wealth

We create strategies to eliminate or minimize the amount of taxes your heirs will pay. These include:

  • Apportioning assets among trusts, LLCs, Closely Held Corporations, and charitable giving
  • Establishing estate tax strategies
  • Organizing and transferring your investments into the appropriate vehicles to achieve your goals
  • Establishing irrevocable life insurance trusts (ILIT) to maximize the estate tax exemption

 

“Markell Estate planning & Elder Has been and will continue to be the go-to group for our families Estate and financials advisors. The group has been great to work with, giving great Advice and implementation of the ideas that have Allowed our family to explore options that we had know idea even existed. This was completed with Personal touch and followup that you would only expect from a family member. They have also been very knowledgeable and helpful converting a number Business plans into a more manageable estate. I highly recommend them!! Dan Campbell”

Practice Areas

Estate
Planning
Elder Law
Probate Medicaid
Planning

Our goal is to leave you feeling more secure about your future

We start with a free consultation. We take time to understand your situation We answer your questions We explore all your options

Our goal is to leave you feeling more secure about your future