Our professional staff is integral in advising of the various options available and the tax aspects of each alternative working toward the following goals:
- Clearly define and understand your estate planning goals
- Assemble a team of experts, as needed, including attorneys and financial advisors
- Organize and review planning documents already in place and recommend amendments where needed to achieve your estate planning goals
- Decrease problems, expenses, and public availability of probated assets
- Reduce taxes at time of death
- Plan for management of your estate in event of being incapacitated.
- Plan for conserving and managing your estate after death
- Transfer assets to heirs the way you prefer
- Lifetime gifting, including GST planning
- Organize adequate liquidity in the estate to cover taxes and expenses
Connect With A Specialist
Our construction and real estate accounting specialists have extensive experience in the field and are pleased to offer you personalized service. Contact us today to schedule a consultation.