When it’s time to plan for the conservation and distribution of your estate, effectively and efficiently, you need objective, experienced financial advice to accomplish both tax and non-tax objectives.
We work with your trusted legal, accounting and insurance advisors to identify factors that will affect your estate plan, including:
- The value of the gross estate
- The amount of estate and gift tax liability
- The types of property interests held
- How titles of properties are held
- Health and life expectancy
- Financial needs for education, retirement, etc.
- Competency of beneficiaries
- Current and anticipated marginal income tax brackets
- Applicable state law
Once identified, these factors serve as guidelines for selecting the proper estate-planning techniques to achieve your objectives.
We do this because your future is worth planning for.