Estate Maximization

Many of our clients are the ones with the bumper sticker on the back of their RV that says, “We’re spending our kids’ inheritance,” but for many others, their goal is to leave a legacy for their children and grandchildren. That means determining (while you’re still alive) where your assets should go after you die, along with a thorough evaluation of potential tax liabilities, probate avoidance and opportunities to leverage the value of your estate using the most recent estate planning tools.

Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

Contact our office today to schedule a one-on-one estate planning consultation.

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