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Appropriate and timely estate planning is critical to wealth preservation, whether the wealth is in liquid securities, a family business, real estate, or a combination of these. We are particularly experienced in designing and implementing estate plans. Where engaged to develop on estate plan, we:
Often a plan can be designed to eliminate all tax on shares of corporations that would otherwise result on death.
We monitor the estate plan year by year, adjusting it for changing financial circumstances; changing family, financial, and personal objectives; and changing tax laws.