Planning.
Estate planning is the cornerstone of our practice. Effective planning is a process that goes far beyond the production of documents. A comprehensive estate plan begins with a robust conversation about your family, values, and goals. The process does not end until the plan has been fully implemented, from signing documents to re-titling assets and updating beneficiary designations. By looking at the entire picture, we work with you and your advisory team to build a tax-efficient estate plan that maximizes the opportunities and protections provided by the appropriate transfer of wealth.
While a basic estate plan typically includes a will, revocable trust, durable power of attorney, and health care directives, we also recommend and implement additional planning techniques, such as:
- Irrevocable trusts
- Charitable trusts
- Asset protection strategies
- Succession planning for privately-held businesses
- Gifting strategies
- Generation-skipping transfer (“GST”) trusts
- Strategies for the payment and deferral of estate tax