Father & Son fishing
 

 

Estate Planning

The goal of estate planning is to pass what you have to whom you want, when you want, in the way you want, and to do so with the least possible tax and cost.

We focus on estate and gift taxes (and minimizing income taxes along the way), increasing legacies for children and other heirs, philanthropic planning, and preparing children to inherit wealth.

Our team has the expertise to help you explore various strategies available for a tax-efficient transfer of wealth from one generation to the next. We are happy to work with your accountant and attorney of choice or we can make a recommendation.