Our expertise extends beyond merely preparing documents. We are more concerned about
our clients’ well-being than about doing estate tax planning. We will not do tax planning for a
client if it will put the client at risk, financially or psychologically.
We assist our clients with advanced estate tax planning in order to protect their families
from estate and gift taxes. These techniques include, but are not limited to, heritage
trusts, qualified personal residence trusts, sales to intentionally defective grantor trusts, gift
tax planning, and tax planning for life insurance policies.
We have a proprietary program for meeting with our clients on an annual basis to see
what changes have occurred in their lives and how they should change their estate plans.
For instance, they may want to protect their children from creditors and spouses, change the
trustees of the trust, or change the guardians for their minor children