Understand the Options
Estate planning involves more than just tax minimization. We also want to ease the burden on your trustees and ensure that your assets are divided quickly and in line with your wishes. Early gifting, joint title, and beneficiary designations should be considered along with wills, directives, and powers of attorney.
Are You an Executor?
In addition to helping clients manage their own estates, we also help executors understand their options and potential tax requirements.