Estate planning is the process of giving our clients control over their assets while they are alive and when their assets are passed to their heirs and beneficiaries.  It requires tax analysis, legal strategies and investment decisions.

While minimizing taxes is a key concern, estate planning is the purposeful management of a clients wealth which allows flexibility, control and assurance that their desires for the distribution of assets are met.

We use sophisticated tools to identify the goals and complications inherent in each estate and develop a variety of solutions and strategies.  When all tax, legal and personal aspects of a plan is agreed upon, implementation of the plan begins.  We work with your attorney, CPA, investment broker and other advisors to put the plan in action.

Estate planning is fluid and often changes as our clients lives and financial situation changes.  We review and make any updates to the plan annually.

We placed a simple estate tax calculator on our page to give you a rough idea of your possible exposure.  Estate planning techniques techniques should only be implemented after consultation with competent financial and legal and tax counsel retained by the client. To download this file, Click Estate Tax Calculator to try it out.

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