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Estate Services
The baby boomers have come of age financially. They have built their estates through the seventies and eighties-- and now look toward retirement. Little do they realize, however, that with the current trends in litigation they could lose their estates without proper planning. Likewise, their parents often have sizable estates that are also vulnerable. Let us help you evaluate your situation and come up with a creative solution that will protect your assets for you and your heirs... and not the government.
- Specialty tax returns for estates, charitably trusts, family trusts and family limited partnershps
- Estate administration
- Asset allocation
- Analysis of options for offshore trusts and other grantor trusts
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