Family Wealth and Estate Planning

The Family Wealth and Estate Planning Group provides integrated income, gift, estate and wealth transfer planning for individuals, business executives and business owners. We help our clients maximize their wealth accumulation during their lifetimes and pass it on to their family and other beneficiaries at death in the wisest and most economical manner consistent with their goals.

Besides the obvious tax planning element involved, these services include:

• estate planning and coordination of investment strategies
• lifetime asset transfer strategies (including leveraged and nonleveraged gifting)
• business entity and ownership structuring
• lifetime current and deferred compensation and qualified and non-qualified benefit structuring
• stock option planning
• asset protection planning
• charitable giving planning
• post death income tax planning
• probate administration and avoidance
• probate and trust litigation

Our main goal in recommending or implementing any of these services is helping you blend your preferences and philosophies into a totally unique and personalized plan that attains your main goals for your family and your business (which in many cases are closely interwoven). We are not interested in pushing you into the “next hot thing” to showcase our technical expertise. We are your guide. We are interested in helping you. The planning starts and ends with you.

We strongly encourage everyone to implement an estate plan. Failing to plan can have unanticipated and undesired results, with assets ending up in the hands of unintended persons or being reduced unnecessarily by taxes and administrative expenses.

To read in greater detail about the estate planning and probate administration process and many specific income, estate and gift tax savings techniques and examples, please click on the following link: more information on estate planning and probate administration.