Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Estate and gift taxes can drastically reduce the inheritance you wanted to leave to your loved ones. That is why it is important to carefully plan for the disposition of your estate.
We will assist you in formulating a specific plan to provide that your estate passes to your heirs with minimal tax consequences. We will then monitor and reassess your financial position periodically to ensure that your ultimate wishes are met.