Estate and Gift Planning
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Estate & Gift Planning Services
- Estate planning
- Preparation of Federal and State Estate Tax Returns
- Business Succession Planning
- Structure Gift Planning
- Charitable Giving Plans
Failure to adequately plan your estate can result in disposition of your assets in a manner which you may dislike as well as incurring unnecessary death tax costs.
We develop and implement strategies that help control the impact of wealth transfers on relationships among family members and outsiders without sacrificing needed cash flow, management control and flexibility.