Because of complex laws and tax codes, estate planning can make a dramatic impact on your financial picture. Whether it is your estate or that of a loved one, it takes planning to minimize taxes, probate costs, and administrative hurdles — and to maximize the transfer of wealth to heirs or to charity.
We can help you consider all your options, which may include revocable living trusts, credit shelter trusts, and charitable remainder trusts, among others. We will work in partnership with your current advisors, accountants, or attorneys, or provide professional referrals, if needed. Above all, we can help you develop an effective estate plan according to your goals.