Proper estate planning is essential to minimize the tax burden and provide for the intended transfer and disposition of estate assets. Too often individuals pay little or no attention to this matter, which places a burden on family members. We can recommend attorneys or work with ones already retained to maximize ease for families after your death.

The complexities of the federal and state laws can be dealt with as our client receives assistance in developing a long-term financial plan. We work closely with estate attorneys to propose recommendations for possible gifting programs after a formal estate analysis has been completed. Estate administration includes the executing of all essential accounting functions in accordance with the terms of the will and provisions of trust agreements that may exist.

We believe our clients benefit tremendously from our experience and expertise in the complex area of estate planning and administration.