ESTATE & LEGACY PLANNING

Estate and Legacy Planning is a complex area  involving a detailed review of an individual's personal assets.  Our goal is to conserve the estate assets and minimize income and estate taxes.

We coordinate with your attorney, as needed, in the following areas:

  • Drafting a Last Will & Testament that takes advantage of allowable credits

  • Establishing lifetime irrevocable trusts

  • Implementing a gifting program

  • Equalizing estates

  • Asset transfers

 

Recent changes in the Federal and State laws regarding eligibility for Medicaid funding is another reason individuals should have an established plan to conserve assets and achieve financial goals.

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