Estate Planning


Estate Planning

Estate taxes can ruin an estate that is not designed, built, and maintained properly. Only through comprehensive estate planning can your estate be protected and preserved. Estate planning is among the most complex of all tax planning areas. We have years of experience in creating customized plans to meet our clients objectives.

Our firm includes professionals with experience in all planning areas. We also have alliances with some of the top planning groups in the country to better serve your interests. We will organize a team comprised of all the necessary advisors including: bankers, insurance representatives, investment advisors, and CPA’s to make sure your plan is properly implemented, funded, and maintained. You can have peace of mind knowing that your estate plan is in place and understood by you and those with whom you choose to understand your plan.

  • Revocable Trusts
  • Insurance Trusts
  • Domestic Asset Protection Trusts
  • Estate Tax Returns, Allocations and Distributions
  • Gifting
  • Pre-nuptial / Post-nuptial Agreements
  • Wills
  • Powers of Attorney
  • Medical Directives
  • Charitable Planning / Foundations
  • Off-Shore Asset Protection Trusts


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