Without a well-crafted estate plan, you cannot be sure that your family business, and other
assets accumulated over a lifetime, will go to the people you choose.
During your lifetime, you have the opportunity to establish a plan that will ensure
that your assets pass to your beneficiaries with the minimum tax and probate costs.
ESTATE PLANNING SERVICES Calculation of net assets to beneficiaries under current plan
Review of current plan and consultation
Allocation of assets to maximize unified credit
Review of gifting programs
Use of family trusts
Use of family limited partnerships
Family business succession planning
Charitable gift planning
Use of life insurance
Use of special elections and techniques
Calculation of net assets to beneficiaries under revised plan
Business valuations
Allocation of assets to maximize unified credit