Inheritance, Estate & Gift Planning

Estate taxes can significantly reduce assets available to heirs — by more than 50% in many cases. With this in mind, it is critical to make and implement the most appropriate tax-efficient planning strategies to ensure that no more of one’s assets are subject to estate and/or inheritance taxes than necessary.

Our team of cpas and certified financial planners take a proactive, consultative role, helping clients take full advantage of all available strategies, tools, and vehicles to protect assets from taxes and achieve the desired distribution to their heirs. When legal services are required, we facilitate this process with best-in-class providers, or work closely with existing counsel. We also educate the next generation on the responsibilities and challenges of managing wealth.