Estate & Trust Planning & Return Preparation
Effective estate planning facilitates the orderly
transfer of assets to your beneficiaries, provides security for your
surviving spouse, and can reduce or eliminate tax due on the transfer
of your business and other assets. For business owners, providing for
business continuity and succession of ownership is essential. We can
guide you through the complex process of getting your financial affairs
in order. Services provided include:
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Charitable foundations
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Charitable remainder and annuity trusts
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Family estate and gift tax planning
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Trust development strategies
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Estate and trust tax return preparation
Click on any of the reports listed below to find practical, unbiased information
to help you keep your wealth in your family.
Top 10 Estate Planning Mistakes
This article uncovers some of the most commonly overlooked aspects
of estate planning and offers some easy ways to avoid its pitfalls.
The Tale Of Two Families
Well-illustrated stories about Joseph Robbie and Jacqueline Kennedy Onassis help to
understand the two sets of federal estate tax laws. These two sets of laws, as defined by this article, are either for
the ignorant or the informed. This article can help you protect your estate from taxes with different opportunities
for estates as large as $1 million, $10 million and even up to $100 million...tax-free!
Estate Planning: Protecting Your Family
Everything you own at the time of your death may be considered to be part of your
estate. This usually includes your home, bank accounts, insurance policies and any other important assets. Have you
thought about what will happen to all of these things when you're gone and where the control of these things will be?
A carefully developed estate plan can save your estate recipients and your family a lot of trouble. Read this article
to find out what goes into an estate plan.
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