Federal estate taxes and state death taxes can easily consume half of an estate. We can advise you about how tax laws affect your lifetime and after-death planning, and devise and implement strategies that will minimize the tax burden on your estate.

Plan Ahead
Although few people like to think about it, properly planning for retirement and for the eventual disposition of assets actually gives you the opportunity to preserve the well being of your family and other beneficiaries.

When undertaking an engagement, we review your entire financial situation and then work with you to identify your requirements and goals. After determining asset ownership and liabilities, reviewing your existing will and related documents, projecting the value of your potential estate and analyzing your retirement plan and death benefits, we develop a coordinated plan that meets your stated objectives. We'll also prepare you and your attorney to implement any recommended actions.

The decisions you make today will have a profound impact upon your spouse’s future. Invest wisely. Plan ahead. Make prudent, educated decisions. And if you're not sure what pathway will produce the most prosperous results for you and your family, call us. We can help you make the decisions that allow you to realize your wishes and your dreams for tomorrow and beyond.

Additional services that will help you preserve your estate:

• Spousal remainder trusts
• Annual gifting programs
• Life insurance trusts
• Family income shifting
• Family Limited Partnerships

For more information about our Retirement and Estate Planning Services, contact us today!