Advanced Estate Planning

Consider advanced estate planning to reduce your ultimate estate tax liability


  • Irrevocable Trusts
  • Wealth Transfers
  • Charitable Planning
  • Asset Protection Planning
  • Business Succession Planning

Once you have your basic estate plan in place, it is time to consider advanced estate planning options that may facilitate lifetime gifting, reduce taxes and/or provide for the continuation or succession of your business.

Advanced planning options can be enormously successful in ultimately reducing estate tax liability upon your death, while maximizing income tax advantages to your heirs. We will guide you through the numerous advanced planning strategies and assist you in selecting the best options to suit your particular goals.