Estate Plan

Minimize 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.

Our approach to estate plan includes three phases:


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

Tax Planning
Business Succession 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