Estate Planning

Proper estate planning is one of the most important matters you can deal with during your lifetime.  Without proper planning, a portion of your estate can be taken up with federal and state taxes and fewer assets will be left for your family.  With the assistance of insurance agents, brokers, and attorneys, we can work with you to minimize the impact of these taxes.

Tax preparation

  • Estate and trusts – Forms 1041 and 706

  • Gift tax returns – Form 709

Services

  • Estate planning

    • Reviewing of your assets

    • Establishing the criteria to meet your personal goals

    • Working with your attorney to review your wills, trusts or other estate documents

    • Annually reviewing, and possibly amending your plan for changes in your goals, health conditions, or economy.

  • Gifting opportunities

  • Tax planning

  • Entity selection – LP, LLP, LLC, FLP, LLLP

  • Trusts - revocable and irrevocable

  • Succession planning