We will work with you to create an estate plan that will minimize estate and gift tax and maximize family wealth. We provide the following services:

• • Identify your wealth preservation goals.
  • Review your wills, trust instruments and list of assets
  • Estimate estate taxes
  • Identify and discuss potential tax saving alternatives
  • Discuss family owned business issues and options
  • Help develop a lifetime gift program using family limited partnerships, charitable trusts, and using annual exclusion gifting
  • Prepare tax returns (estate, gift, and fiduciary)