Estate Planning

We offer tax planning and preparation for trusts and estates, including annual accounting and tax services and coordination with attorneys and bankers.

Planning usually begins with an analysis of an individual's assets and needs for the future as well as goals for caring for beneficiaries and philanthropic activities.  An important aspect of planning in these changing times is evaluating the likelihood of changes in estate tax law.  Although many tools will remain useful in estate planning (revocable and irrevocable trusts, wills, etc.) many current estate planning techniques need to be revisited in light of potential changes in the law.