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Estate Planning

Estate planning is the careful consideration of a variety of legal and tax strategies that affect the distribution of your estate after your death. The result will be a written estate plan that includes the potential valuation of your property, estate tax estimates, and recommendations that may help protect the distribution of your estate. By using leverage and discounting techniques, we can help to minimize your exposure to these taxes.

There are only three places where affluent individuals can transfer their wealth:

  • Family  
  • Charity  
  • Estate Taxes

Our estate planning team helps you minimize your exposure to various taxes and allows you to pass a lifetime of work to your family, loved ones, or philanthropic endeavors.