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Estate Planning
Transfer tax laws change constantly and it can be difficult to protect or transfer assets while minimizing the confiscatory costs of the transfer tax system. The advisors at EKS&H have extensive experience helping individuals and families manage their transfer tax exposure and understand the effects of wealth on future generations.
We provide clients insight about various issues related to estate planning, including:
- providing for children
- minimizing probate costs
- planning for qualified retirement plan distributions
- evaluating life insurance needs and appropriate ownership of policies
- averting hardship in case of disability
- retirement planning
- business succession planning
- valuation planning
- developing a gifting program
- reviewing existing estate planning documents
- calculating estate, gift and generation taxes
- utilizing charitable vehicles and understanding their benefits
Benefits clients gain from our estate planning services include:
- better understanding of estate planning options through EKS&H’s holistic, educational approach
- stronger likelihood of achieving goals and implementing planning strategies
- ability to transfer and manage wealth and liquidity issues more effectively