Estate Planning & Wealth Preservation Services

An effective estate and gift plan accomplishes the preservation of wealth and transfer of assets to your heirs, provides for the cash-flow needs of your surviving spouse, and minimizes taxes on the transfer of your estate when possible. If you own a business, succession planning is vital to the continuation of your business. Our team of professionals will work with you, focus on your needs, assist you in defining your estate planning goals, and construct an estate and gift plan that is tailored to your needs.

Our estate planning and wealth preservation engagements can answer the most common questions:

• How can I minimize taxes for my family?
• Are my assets titled appropriately? (This can greatly affect the estate plan).
• Do I have adequate life, disability and long-term care insurance?
• How can I meet my goals for charitable planned giving?
• Do I have a business continuity plan?
• Do I have appropriate beneficiary designations for my life insurance, annuities and retirement plans?

Wealth Preservation Services include:

• Estate, trust and gift tax return preparation, strategies and projections
• Estate planning and review of existing estate plans
• Gifting and wealth transfer strategies
• Family business succession planning
• Exit strategies
• Business valuations
• Trust administration and accounting
• Conservatorship and court accounting
• Charitable giving strategies