Do you have a will and the necessary additional documents?
Do you know if you are at risk of paying estate taxes?
We will review and determine your current estate. We will determine if there is a potential estate tax liability and discuss planning techniques to minimize and/or avoid estate taxes. We can discuss several estate reduction techniques including gifting programs and charitable giving; and discuss the favorable tax advantages associated.
In addition, we will discuss wills (including living wills), trusts (including living trusts), powers of attorney, health care proxies, guardianship provisions and the probate process.
We will also discuss bypass, or credit shelter trust planning in order to fully utilize estate unified credits.