Estate planning is critical to preserve and pass on your wealth to future generations, with as little going to the government in taxes and fees as possible. But it is not just the realm of the super wealthy. Virtually everyone has an estate. And everyone gets an estate plan: either it is the government’s mandated plan or a plan of your own design. Your way? Or the government’s way? You decide.
During this process, we work with you and your professional team in assessing the tax implications and potential strategies available to meet your goals. Once we agree on the strategy, then we can help you plan for the most efficient way to fund it. Our team can also assist with family and charitable gifting strategies using trusts, partnerships, LLC and life insurance.
We work with several well respected national trust companies, including BNY/Mellon, Wilmington Trust and MassMutual Trust Company, to provide the necessary administrative services to ensure smooth operation of your estate plan, including investment management; trustee or co-trustee services; and banking privileges.