Estate taxes can severely reduce assets available for heirs — by more than 50% in many cases. With this in mind, it is critical to make and implement tax-efficient plans during one's lifetime to share assets and position one's estate for efficient and timely distribution both during one's lifetime and upon passing.
Our team of CPAs and CFPs take a proactive, consultative role, helping clients take full advantage of all available strategies, tools, and vehicles to protect assets from taxes and achieve the desired distribution to heirs. When legal services are required, we facilitate this process with best-in-class providers, or work closely with existing counsel. We also educate the next generation on the responsibilities and challenges of managing wealth.