Our goals are the same as yours: to carry out your wishes, minimize your tax burden, and protect the wealth you’ve accumulated. A comprehensive plan takes into account factors such as:
- Estate planning – Preparation of wills, trusts, powers of attorney; sophisticated understanding and advice as to the disposition of your assets and strategies to minimize estate taxes and probate expenses.
- Business and farm succession planning – Ensuring that the intentions of business owners and family farms become reality by strategic and thoughtful succession planning.
- Asset protection – Protecting your estate from creditor claims through careful planning.
- Charitable giving – Fulfilling your charitable intent while reducing taxes through vehicles such as charitable remainder trusts.
- Trusts and estate administration – Assisting clients’ heirs in following their loved one’s wishes as expressed in a will or trust, and helping to streamline the probate process where necessary.
- U.S. Estate Tax returns – Work with trustees or personal representatives to prepare Form 706 U.S. Estate Tax returns.
Because estate tax laws change, making a plan is the beginning, not the end of planning. It’s important to keep it up to date when significant events like these occur:
- A change in marital status
- Births or deaths in the family
- Serious illness or disability
- Changes in your charitable giving
- Changes in state or federal tax laws
- You move your residence to a different state
- Any significant change in your financial status