Estate Planning
We help affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. By combining your family, legal and financial matters into a unified plan, we can...
- Increase your control over your affairs.
- Assure the continuance of your lifestyle & the protection of your assets.
- Enable you to pass your values and work ethic to your heirs.
- Substantially reduce excise, gift, estate, income, and generation-skipping taxes.
- Manage the value of your business interests.
- Keep your affairs free from publicity and the costs and delay of probate.