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Estate Planning

After a lifetime of hard work, you want assurance that your assets will continue to benefit your heirs and/or philanthropic wishes. Without proper planning, your estate could be subject to significant federal and state taxes, which will diminish the amount of assets that will be passed on. We will work with you and your attorney to draft an estate plan that meets your objectives in a manner which takes advantage of current estate tax laws, while allowing for flexibility to future changes to the estate tax code.

Certain gifting techniques can provide valuable tax and accumulation benefits. Proper estate planning and gifting strategies may allow for the passing of an asset with a favorable tax basis to the next generation.

We can also handle your philanthropic needs by providing individual philanthropic solutions that best serves your specific interests and goals. We will work with you to incorporate these goals into your estate plan. We will be happy to advise you on a full spectrum of philanthropic strategies.