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Wealth Advisory

Gift and Estate Tax

The worst estate planning or gift tax decision you can make is to wait too long to begin preparing for every scenario. A well-planned estate does more than pass your assets on to your loved ones after you're gone; it protects and preserves the integrity of the wealth you've worked so hard to achieve, helps you to accomplish the family and personal goals you've set for yourself, and it eases the burden your family will face in managing your legal and financial affairs. However, transfer tax laws are constantly changing – making it difficult to protect or transfer assets while minimizing the confiscatory costs of the transfer tax system. 

Strategies for a Well-Planned Estate

Our wealth advisory professionals are trained to help minimize your federal gift and estate tax exposure and meet your financial goals. Our advisors have extensive experience, and receive ongoing education, in a wide variety of tax and accounting developments, estate planning, and transfer tax techniques. We pride ourselves on our intimate familiarity with the impact of current strategies on your future challenges and opportunities. Our wealth advisory professionals are dedicated to helping individuals and families manage transfer tax exposure and understand the effects of their wealth on future generations.