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
Estate tax strategies
We help you to analyze and transfer your investments into the appropriate vehicles in order to achieve your goals
We ensure that everything you have worked so hard to build over your lifetime is preserved and administered according to your instructions and wishes. Including:
Caring for a special needs child
Charitable giving strategies
Apportioning inheritance incrementally
Legacy creation for children and grandchildren