Our estate planning team understands the realities of the entrepreneurial spirit, as well as the risks associated with this spirit. Like business formation, estate planning involves an initial analysis of your assets as well as your potential estate and inheritance tax liabilities. With this information, we can then prepare an estate plan for you that best addresses your current needs. Moving forward, we will work with you to ensure that your asset and liabilities are regularly evaluated. Our goal is to keep your estate planning current so as to ensure that it remains responsive to changes in the law as well as to changes in your current situation and future goals.
Our team understands this and works with you to ensure that your plan is responsive and reflexive and, most importantly, suits your family needs and minimizes your tax burden.