Advanced Estate Planning

Advanced estate planning focuses primarily on reducing transfer taxes and income taxes, specifically the three taxes most commonly imposed on the transfer of assets: the gift tax, the estate tax, and the generation-skipping transfer tax.

This firm has routinely used all the sophisticated estate planning tools available to practitioners dealing with estates needing this kind of attention.  However, rather than my focusing on which tool in the tool box to use, my clients first help me understand what’s important to them and those about whom they care.  Once I understand that, using the correct tools to achieve tax savings happens in a way that furthers the values of the client and thus passes on to their loved ones what is ultimately of more value than just money.  If this approach makes sense to you, I invite you to give me an opportunity to show you how I might be able to help you.