We can review your investments, retirement savings projections, insurance policies, including disability and life, real estate values and titling and business ownership as they relate to your estate. We can also help you implement strategies to minimize your estate taxes and also review gifting ideas to cut estate tax and move income. Effective estate and gift planning allows the orderly transfer of assets to your beneficiaries, provides security for your heirs, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can lead you through the process of getting your financial affairs in order.
We can also prepare your estate return and any trust or gift tax returns required.