Estate Planning

Every culture has an aphorism such as "from rags to riches to rags in three generations".  Indeed the concern of transferring family values and wealth from generation to generation is a universal challenge. Careful planning is therefore essential to attempt to preserve family wealth for future generations.

Estate Tax Planning

Throughout the entire estate planning process, we work closely with your attorney, CPA and other professionals to craft a program that could minimize taxes for you and your loved ones.

  • Estate tax management
  • Leveraged gifting strategies
  • Multi-generation planning
  • Pension/IRA management
  • Charitable planning