Whether you want to maximize inheritance for your heirs, keep the family business in the family, or leave a philanthropic legacy, our estate planning experts work diligently to make your wishes a reality. With an emphasis on reducing estate taxes and minimizing probate costs, our advisors will help coordinate key aspects of your estate plan—wills, life insurance and trusts—and assemble a team of experienced professionals to work with you and your other advisors.
- Property Ownership, Estate Planning Process, and Goals
- The Federal Gift Tax
- Methods of Estate Transfer During Life
- Methods of Estate Transfer at Death
- The Federal Estate Tax
- Estate Liquidity and Postmortem Actions
- Estate Planning Issues Related to Generation-Skipping Transfer Tax and Income Tax
- Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries