Estate, Tax & Charitable Planning
Proper estate and tax planning begins early and includes both lifetime and post-mortem planning. We provide individualized personal and tax consulting on a continuing basis to ensure a client’s estate plan satisfies his personal and business desires, objectives and concerns in the most tax-efficient manner.
Protecting the family, minimizing the costs of probate, protecting against incapacity, ensuring privacy and providing for the uninterrupted and efficient flow of funds at and after death are only a few of the considerations which guide our planning. Our charitably-inclined clients are assisted in structuring tax efficient charitable donations, including the maximization of family cash flow as a result of such contributions.
Contact Attorneys who Practice in this Area:
Brent W. Herrin
H. Stephen Merlin
Adon J. Solomon