Estate Planning and Administration
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provide you with the security you want and need for your surviving spouse. Plus we can help reduce or eliminate the tax due on the transfer of your business and other assets. We'll work closely with your attorneys and family members to design an estate plan to maximize the amount of assets transferred to your family members and minimize the Federal and State taxes paid. We are skilled at guiding you through the complex process of getting your financial affairs in order.