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Estate, Gift + Trust Planning

WE HELP YOU MAKE SMARTER ESTATE PLANNING DECISIONS

Estate planning can help your loved ones reduce much or even all of their federal

and state estate taxes. Trusts can help you control your legacy and distribute assets efficiently without the cost and delay of probate court. Our deep knowledge of estate and trust planning issues enables us to help you manage them while bringing forward-thinking ideas to your plans.

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We assess your current estate plans and devise alternatives, collaborating with your attorneys to identify opportunities to enhance or simplify them. We capitalize on tax advantages and strive to ensure that your beneficiaries retain the largest possible share of assets.

WE ARE OUTCOME-ORIENTED AND HANDS-ON IN MEETING YOUR ESTATE AND TRUST PLANNING NEEDS.

QUICK LOOK AT WHAT WE DO

  • Work closely with attorneys to develop estate plans

  • Eliminate the tax bite on clients and their heirs

  • Lower taxes and preserve a family’s wealth

  • Estimate estate tax/devise alternatives with quantifiable tax savings

  • Provide customized disability insurance

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