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Estate Planning is far more than simply drafting a Will. Estate planning has become increasingly complex, with significant repercussions if done incorrectly. If pursued with the appropriate tax advice and strategy, major financial benefits can be attained.
Our estate planning division focuses on the following:
- Identifying and implementing client goals for family, business, and charity
- Minimizing federal estate tax, state inheritance tax, and income taxes
- Preserving the value of client assets
- Planning for the orderly and tax efficient transfer of business interests
- Implementing client goals which can be achieved with a wide variety of planning methods, including gifting programs, generation skipping planning, charitable planning, valuation strategies, succession planning for business, asset protection, and all other aspects of an estate plan which should be integrated personally and financially
Specific structures that we use involve, for example, the following:
In addition to planning and strategic matters, we assist clients in tax audits and controversy; insurance planning; contingency planning for disability; international planning; executive planning; and, the formation and operation of closely held businesses.
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