Estate Tax

When it comes to planning for the transfer of wealth and assets to family members, beloved charities, and trusts, it’s a personal journey, and you need someone who understands your objectives and needs. We focus on preserving and shielding as much of your estate as possible from taxes, so that your chosen beneficiaries are able to benefit from your lifetime’s efforts.

Whether you have a large estate or a modest one, a closely-held business, or simply cherished family heirlooms and prized possessions to bestow, it’s important to consider estate and gift taxes and their impact on your ability to transfer wealth according to your goals well in advance.

• Estate gifting
• Estate and trust administration, including irrevocable trusts
• Estate and asset valuation
• Compensation and income tax planning
• Tax return preparation and compliance
• Financial and tax projections
• Property ownership transfer
• Beneficiary representation before the IRS in case of an audit