Family-Centered Tax Planning
The firm considers the family as a unit, including tax consequences for children and grandchildren as well as parents. A tax-sensitive Will can be essential, but additional strategies may be appropriate.
Generation-skipping trusts, life insurance planning, residence transfers, charitable trusts, and other lifetime techniques may help avoid, minimize, or defer income, gift, estate, and generation-skipping tax.
Planning opportunities change from year to year, so timely advice and careful implementation are central to the firm's work.