Estate planning involves many disciplines and many different professions. We approach estate planning from a tax perspective and will work with your group of advisors in that capacity. We will help you understand the tax implications on death, and work with you to ensure that your affairs are dealt with in the most tax effective manner upon your passing. We want to make sure that your assets are preserved as much as possible, and go to the people that you want them to go to.
If you have a specific tax or accounting need, and want to learn more about how we can help, please contact us.