We assist clients in identifying potential estate planning issues and establishing a plan for the most efficient management of their estate. Will and trusts serve as valuable tools to reduce taxes and preserve wealth for family members. We work with clients’ estate planning attorneys to ensure that trusts, powers of attorney, wills, and other legal documents are congruent with their financial and life goals.
We assist clients in identifying potential estate planning issues and establishing a plan for the most efficient management of their estate. Will and trusts serve as valuable tools to reduce taxes and preserve wealth for family members. We work with clients’ estate planning attorneys to ensure that trusts, powers of attorney, wills, and other legal documents are congruent with their financial and life goals.