Whether you’re an individual, a family, a trustee, a personal representative, an entrepreneur, or a professional, we have the knowledge and experience to provide comprehensive estate planning services tailored to your specific goals.
Our team is dedicated to preserving wealth, protecting assets, and minimizing tax liabilities. With our expertise and guidance, you can make informed decisions about the various estate planning options while prioritizing tax minimization.
- Complete review of balance sheets, titling of all assets, desired recipients of family wealth including real property, personal property, business interests, oil and gas interests, and valuation considerations to structure a proper estate plan.
- Plan for the transfer of assets in anticipation of death to preserve the maximum amount of wealth possible for the intended individual, charitable, or organizational beneficiaries.
- Protecting loved ones by minimizing the tax burden on the estate from federal and state estate taxes and decreasing the income tax beneficiaries may have to pay.
- Minimizing family disputes through the orderly transfer of wealth in accordance with your wishes.
- Individualized plans may include Wills, Revocable Trust Agreements, various Irrevocable Trusts.
- Business succession planning for family businesses including formation of real property holding companies, gifts and sales of business interests during life, shareholders agreements, and multi-tiered structures to accomplish succession during life and after death.
- Tax efficient intergenerational wealth transfer.