Estate planning is an important component of your overall financial picture.  The federal estate tax can be one of the most devastating taxes to your estate and can deplete a high percentage of the assets you have accumulated through years of hard work if proper planning is not done.  Estate planning enables you to not only designate who will receive your assets, but also allows you to pass on a legacy for many generations to come.  Through a wide variety of planning tools and techniques such as using credit shelter trusts, we are able to design a comprehensive estate plan that can help enable you to:

  • Ensure your assets are distributed to your heirs and beneficiaries in the most efficient and desirable manner according to your wishes
  • Preserve wealth and protect assets from the reach of creditors
  • Minimize estate and income taxation through tax-advantaged investements

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