Estate Planning

If you’re fortunate enough to have more than enough assets for your lifetime, you probably want to pass on what is left to your children, grandchildren, or community organizations with the potential to create tremendous impact for generations to come. Unfortunately, if your estate is large enough, the IRS wants a part of it, too. We use reliable strategies to help keep the IRS from becoming our client’s biggest beneficiary, incorporating the most current tax-law and available opportunities.

While the control of taxes is important, we find it’s more important to carry out what you feel is best for your family’s future. Lack of planning can often end with children squabbling over the estate. We want to help our clients pass on their assets in a “good” way – enhancing positive values, giving children and grandchildren a “step up” towards accomplishing their goals, and reinforcing their motivation and drive.