Estate Planning

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Providing Benefits for Your Family

Thinking about and planning for your passing is never an easy subject to discuss. As trusted advisors in estate planning, we provide expertise in creating a plan for passing your assets down and developing the documentation to enact the plan. The end result is tax-advantaged protection of your assets and confidence knowing your family will be provided for after your passing.

As your tax consultant, we are able to recognize when estate planning is necessary. We advocate on your behalf during the estate planning process and examine all aspects of your plan for possible tax advantages and savings.

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Estate Planning Process

Combining our knowledge as your tax professional with your attorney’s expertise, we assist in creating an estate plan and documentation to ensure your wishes are met.

We ensure your plan is optimized to reduce estate taxes by:

  • Planning for assets with specific tax attributes such as benefits from life insurance or retirement plans
  • Identifying possible liquidity issues and recommending alternatives
  • Looking into any business issues to see if there are potential estate tax items you may face and developing strategies

Working with your legal counsel, we help you determine the right vehicle for your assets, from revocable (living) and irrevocable (permanent) trusts to charitable planning and other options. Your plan will also dictate how estate taxes would be paid and the need for updating your will and estate as your life situations change.

Our comprehensive estate planning process provides peace of mind in knowing your goals are being met in a proactive and tax efficient manner.

Learn More About Estate Planning

Contact us today to schedule an appointment to begin the estate planning process.


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