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Estate and Financial Planning
To deliver highly customized estate, wealth and succession planning we focus on the unique goals and objectives of each person and customize a plan to fit their needs.
Our advisory services currently include:
- Estate and Gift Tax Planning
- Retirement Planning
- Succession Planning for Family Owned Businesses
- Preservation of Financial Assets
- Insurance Needs
- Stock Option Analysis for Both ISO and NQ Options
- Cash Flow and Budgeting for Individuals
- Educational Funding
- Business Valuation of Family Owned/Closely Held Businesses
- Advice on the formation of Private Foundations
- Advice on the Establishment of Trusts including:
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Qualified Personal Residence Trusts
- Grantor Retained Income Trusts
- Irrevocable Life Insurance Trusts
- Revocable Living Trusts
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