Estate & Tax Planning

The largest check your children may ever write will be the one to the IRS for estate taxes.  Understandably, many clients don’t want that to happen.  They want their assets to benefit their children, rather than their children’s creditors or ex-spouses.  At the same time, they don’t want the inheritance to destroy their children’s drive and motivation.

Using our backgrounds as accountants, lawyers, and planners, we work closely with our clients and their advisors to see that their estate plan documents reflect their goals.  To maximize our clients’ tax savings, we implement strategies both during their lives and after they’re gone.

• Sally became a client at age 88. She delegated responsibility for handling finances to her husband and, when he died, she asked one of her sons for assistance.  Read More