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Planning for major life events, death, or disability can feel overwhelming, especially when planning for the continued care of loved ones in your absence. Protecting your assets and wealth is essential and requires careful financial, estate planning, and tax strategies.
Our full-service firm works collaboratively across practice areas, leveraging critical expertise in business, tax, real estate, and more to develop a holistic strategy that covers all aspects of your trust and estate matter. We are here to help you protect your family’s legacy.
We can help you understand and navigate your estate planning options, including wills, trusts, powers of attorney, living wills, and other necessary estate documents while advising on strategies to protect your assets, minimize tax implications, and avoid probate issues.
Dealing with legal matters relating to a loved one’s estate can be challenging. We provides comprehensive guidance on the legal process of estate administration, paperwork assistance, and legal representation for disputes. We aim to make the process as smooth and efficient as possible, allowing you to focus on the grieving process.
When someone becomes incapacitated or passes away, their nominated fiduciary assumes ongoing management of assets and completes administrative tasks. You may look to close friends and relatives to assume this role, however in some cases, strained family relationships, questionable decision-making capacity, or desired self-sufficiency cause individuals to evaluate using professional fiduciaries for these roles.
In legacy planning, it is important to consider the tax implications of your decision making. We will work with you to understand your specific circumstances and develop strategies that meet federal, state, local and even international tax compliance while delivering the best outcome possible for your unique situation.
We can help you create endowments, revocable and advance planning trusts, nonprofits, and other planned giving vehicles to fulfill your financial, tax and estate plan wishes. We also provide efficient strategies for how best to protect your assets through privacy planning, asset protection trusts, and the utilization of legal entities.
We can help you understand and navigate your estate planning options, including wills, trusts, powers of attorney, living wills, and other necessary estate documents while advising on strategies to protect your assets, minimize tax implications, and avoid probate issues.
Dealing with legal matters relating to a loved one’s estate can be challenging. We provides comprehensive guidance on the legal process of estate administration, paperwork assistance, and legal representation for disputes. We aim to make the process as smooth and efficient as possible, allowing you to focus on the grieving process.
When someone becomes incapacitated or passes away, their nominated fiduciary assumes ongoing management of assets and completes administrative tasks. You may look to close friends and relatives to assume this role, however in some cases, strained family relationships, questionable decision-making capacity, or desired self-sufficiency cause individuals to evaluate using professional fiduciaries for these roles.
In legacy planning, it is important to consider the tax implications of your decision making. We will work with you to understand your specific circumstances and develop strategies that meet federal, state, local and even international tax compliance while delivering the best outcome possible for your unique situation.
We can help you create endowments, revocable and advance planning trusts, nonprofits, and other planned giving vehicles to fulfill your financial, tax and estate plan wishes. We also provide efficient strategies for how best to protect your assets through privacy planning, asset protection trusts, and the utilization of legal entities.
From initial consultation to developing a personalized strategy to meet your goals, our full-service team is here with you every step of the way.