Our expert estate and trust planning services help you create a tax-efficient strategy to protect your wealth and ensure it’s transferred according to your wishes, securing your family’s future.
You’ve worked hard to build your wealth; we work hard to protect it. Our primary focus is to structure your estate in the most tax-efficient way possible, minimizing estate, gift, and income taxes to maximize what you pass on to your heirs.
Advanced tax strategies for high-net-worth individuals
Structuring lifetime gifts and transfers
Valuation of business and personal assets for tax purposes
Trust Creation & Administration
Trusts are powerful tools for asset protection, probate avoidance, and controlling the distribution of your wealth. We help you understand your options—from revocable living trusts to more complex irrevocable trusts—and assist in their proper funding and administration.
Guidance on selecting the right type of trust
Fiduciary accounting and tax return preparation for trusts
Assistance with asset titling and trust funding
Legacy & Charitable Planning
For many, a legacy extends beyond family to include philanthropic goals. We help you integrate charitable giving into your estate plan in a way that maximizes your impact while providing significant tax benefits.
Establishing charitable trusts and private foundations
Strategies for donating appreciated assets
Ensuring your philanthropic wishes are honored
Coordination with Your Professional Team
A successful estate plan requires a cohesive team. We work seamlessly with your attorneys, financial advisors, and insurance professionals to ensure every aspect of your plan is financially sound, tax-optimized, and perfectly aligned.
Providing financial data and analysis to your attorney
Reviewing legal documents for tax implications
Serving as a central point of contact for financial matters
Secure Your Legacy for Generations to Come.
The best time to plan for the future is now. Schedule a confidential, no-obligation consultation to discuss your estate and trust planning goals.
