Tax & Gift Planning

We provide comprehensive advice about the various estate planning techniques and approaches that are available to pass assets to our clients’ beneficiaries while minimizing the tax burden on our clients’ estates.

Planning for Estate Taxes

We provide comprehensive advice about the various estate planning techniques and approaches that are available to minimize the tax burden on our clients’ estates. For some clients, this involves complex tax-driven planning. For others, tax considerations are either non-existent or are simply not the driving force in decisions about the disposition of assets.

Gift Planning

Many clients wish to see the benefits of a gift made during their lifetime, whether the purpose is to help a family member or to make a donation to a charity. Some clients make lifetime gifts to minimize their estate tax liability after death. We provide advice and options for clients in any of these circumstances.