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ESTATE
AND PERSONAL TAX PLANNING
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Much
of our estate and personal tax
planning is related to federal
estate and gift tax savings, but
we also offer a pragmatic common
sense approach to wealth
preservation and lifetime and
death transfers.
It is extremely important
to integrate a family's
personal, business, and charitable
objectives into the overall estate
plan that also minimizes income,
estate, gift and
generation-skipping transfer
taxes.
Consideration is also given
to the lifetime transaction costs
both payable to the estate planner
as well as to government agencies
as part of the overall plan.
As a small firm, we provide
personal service involving very
small estates through
multi-million dollar
estates.
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