An effective estate-planning strategy considers family dynamics, business and philanthropic goals, retirement planning and tax objectives. Working in tandem with lawyers and other financial advisors, we help our clients achieve long-term goals while protecting their assets and preserving their estates.

We have a solid understanding of estate and gift tax regulations, and can help you evaluate the estate-planning techniques that are best suited for your circumstances. Our professionals are available to consult with our clients on many different estate-planning matters, delivering services in:

• Comprehensive estate planning, including an estimation of the current tax on your estate
• Gifting strategies
• The use of various types of trusts
• Special planning strategies for owners of closely held businesses, including consideration of tax implications of shareholder agreements, business valuations and use of liquidity and marketability discounts in gift and estate tax planning
• Estate and trust return preparation

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