Estate & Gift Planning
Maximize the wealth of your beneficiaries while minimizing tax liabilities.
Our estate and gift planning services include:
- Creating wills with asset distribution and executor or guardian appointments for minors
- Designating individual or entity beneficiaries to receive your assets, like retirement accounts, life insurance policies, and direct payable-on-death accounts
- Gifting assets and setting up trusts to reduce the tax burden on your estate
