Estate Planning

What is the size of your estate?

  • Anticipate future growth

  • Prepare a market value balance sheet

Review Wills and other legal documents

Who are the beneficiaries?

Do you need to start gifting to reduce your estate size

Use charitable contributions and charitable remainder trusts

  • Can reduce estate size and estate tax implications

Develop a plan of attack if a problem is anticipated

  • Most tax problems can be planned around if you begin early enough