Estate Plan

Minimizing tax burden weighting on your family

Appropriate, timely and update estate planning is critical to the minimization of taxation on death and hence the preservation of family wealth, which may include a family business, real estate and/or liquid securities.

Services

Our approach to estate plan includes three phases:

Design

Generally, we take the following approach to develop an estate plan:

Tax Planning
Tax Planning

Design

Generally, we take the following approach to develop an estate plan:

Business Succession Implementation

Implementation

We coordinate with the client’s legal counsel to implement the estate plan, including:

Annual Review and Update

We monitor the estate plan year by year and adjust it for changing tax laws, the client’s changing personal, family and financial objectives and circumstances.

Tax Due Diligence
Tax Due Diligence

Annual Review and Update

We monitor the estate plan year by year and adjust it for changing tax laws, the client’s changing personal, family and financial objectives and circumstances.

Estate Plans

Minimizing tax burden weighting on your family