With the aid of local area professionals, we assist our clients in estate tax planning and preparation. We can assist in the overall estate planning process informing our clients the current tax ramifications of their current estate plans. We can also assist our clients in determining which strategies would be best for their particular situation.
Assets
Asset protection in estate planning
Transferring your family business
Beneficiary Designations
Choosing a beneficiary for your IRA or 401(k)
Designating a beneficiary for life insurance
Charitable Giving
Life insurance and charitable giving
Estate Basic Planning
Estate planning–an introduction
