We are committed to working with our clients to help them determine their long-term personal financial goals. In addition we work with our clients in structuring their estate assets to minimize tax liabilities and maximize value to future generations. Our professional team will work with your attorney and accountant to develop a plan of action and legal documentation. We will coordinate all of this with your insurance contracts to provide a sound workable plan. Periodically, we will review your plan to be absolutely certain that it continues to pursue your long-term objectives.
Many families that fail to plan have seen over half the family assets confiscated by federal and state inheritance tax. Banking relationships may have become severely strained and real estate may be sold at below market prices in order to finance these estate taxes.
Our goal is to assure our clients that all prudent steps have been taken to reduce their tax liabilities and to create the most effective means to finance whatever tax liabilities remain.