Estate & Gift Tax Planning
As you accumulate wealth, it’s important to think through your wishes for the present and the future, including what you want for your family and your legacy. Proactive estate and gift tax planning helps protect your family’s wealth, lessen transfer taxes, achieve philanthropic goals, ensure orderly administration of your estate and prepare future generations to receive wealth. We work with you and other key financial and legal advisors to ensure the legacy you envision becomes a reality.
Your Future is Important
What is important to you is important to us. Whether it’s making a measurable impact on society or planning for the next generation, you want a strategy that is customized to fit your vision. Careful planning can provide control, privacy, financial peace of mind, and security of your legacy.
Ready to talk about your future?Our Services
We help individuals, families, and their charitable organizations realize their financial objectives through estate planning, gifting strategies, and setting philanthropy goals.
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Estate and Gift Tax Planning
Your estate plan is an integral part of your complete financial plan. We review your unique situation, including wills, trusts and related entities to design an estate and wealth transfer plan that protects your assets and helps you address taxes and complications that can erode family wealth. From business succession planning to family governance and wealth education, we work with you to create, implement, and maintain a structure and strategy for the future.
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Compliance and Risk Management
We assist you and your family’s advisory team with the administrative and tax compliance demands of your unique situation while helping you assess and balance future uncertainties. As conditions change, your risk is also changing, so your strategy should evolve to meet your financial goals and needs.
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Charitable Giving and Philanthropy
There are many considerations when making contributions to causes that are meaningful to you. We seek to understand your family’s philanthropic goals to create a strategy that integrates your tax, family and charitable objectives. We assist in charitable entity design and can advise you on tax and timing implications of funding decisions. For difficult to value charitable gifts, we can also assist in identifying specialists to obtain required valuations.
