Estate planning is one of the most valuable aspects of what we do. There is no point in successfully growing your capital only to subsequently lose most of it to taxes in the end. We provide our clients with strategies that they can bring to their accountants and lawyers to facilitate arranging their financial affairs in such a way as to reduce probate and minimize taxes payable. We also recommend strategies that facilitate the transfer of assets to heirs as quickly and as completely as possible. Most importantly, we ensure our clients’ estate planning goals are handled in accordance with their wishes while they are alive.

We help with: