Proper estate planning allows our clients to provide for themselves now and their families and heirs in the future. Whatever your category of need, our firm has it covered. We use team approaches and can even bring in selected planning partners to ensure that all our clients’ needs are served. Our range of expertise encompasses gifting techniques, charitable gifting strategies as well as a comprehensive knowledge of the evolving federal estate tax laws and regulations. We work with our partners in the financial planning industry to provide you with a complete plan for your estate and financial planning. We work with you to make sure that you take full advantage of the yearly gifting exclusion as well as the lifetime gift exclusion. Our team can partner with you to help you select the most advantageous charitable gifting strategies which will allow you a tax break now and benefit your selected charity in the future. Our goal is to keep your estate tax burden as low as possible while at the same time passing assets on to your desired recipient.
