Who might benefit from the advanced estate planning strategies. If your estate exceeds the federal gift and estate tax exemption, then you should consider speaking with a professional estate planner who may be able to help you minimize estate taxes so that more of your money will go to your loved ones instead of the federal government.
If the answer to any of the questions above is "yes" then we welcome the opportunity to meet with you. We will address any specific concerns or questions that you may have. Let us help you develop a customized estate plan that aligns to your needs and goals.
Estate Management 101
Estate Management Checklist
Principles of Preserving Wealth