October is Estate Planning Awareness Month. This annual reminder offers the opportunity to review your estate planning and ensure it is up-to-date and accomplishes your goals. Funding your Revocable Trust Your estate planning is prepared. You signed it. Mission accomplished? Almost…. There is a very important step, called “trust funding” that often gets missed after executing a trust. If you…
BETTER LEGACY
Is fostered by preparation and a personal touch
Estate Planning
BETTER LEGACY Is fostered by preparation and a personal touchCareful planning is key to ensuring your family’s wealth, assets and legacy endures. Regardless of your situation, we help you prepare for whatever the future holds. We employ a strategic and multidisciplinary approach involving all aspects of tax, corporate, real estate and family law.
We work to ensure your wealth is passed to the next generation in the most streamlined and tax-efficient manner, in ways that stay true to your values and personal goals. This includes preparing wills, revocable trusts, powers of attorney and other related estate-planning needs.
Business interests are frequently intertwined with the other aspects of your personal net worth. We develop and implement business succession strategies for closely-held businesses, including multigenerational estate plans with LLC operating agreements, partnership agreements and shareholder buy-sell agreements.
We focus on reducing your taxes through sophisticated planning strategies, including dynasty trusts, intra-family sale agreements, family limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, self-canceling installment notes, private annuities and college savings plans. We also help you maximize estate, gift and generation-skipping tax exemptions.