Estate planning is a topic that is easily put off for the future, but is something that we all have to face, and the sooner, the better. Our team has been working with individuals and families on their estate plans for many years, with the goal of growing and preserving wealth, and minimizing taxes.
There are many factors to consider when developing a gift or estate plan including minimizing future estate tax liability, family issues, desires for controls, and flexibility in the plan. Working with a team who understands these issues inside and out is key to developing a plan that will achieve your goals.
Current tax law provides favorable estate and gift tax rates and exemptions, making today an exceptional opportunity to get started on preserving your wealth and reducing your taxes.