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Estates and Gift
Planning
Tax planning utilizing gifting strategies, family limited
partnerships, defective grantor trusts, personal residence trusts,
charitable remainder and lead trusts, and grantor retained annuity
and unitrusts. Such planning will greatly enhance your ability to
minimizing estate taxes and maximize your goals regarding control
over family assets, the perpetuation of a family business,
charitable inclinations and the disposition of assets during your
life and after death
Pension and Retirement
Planning
Proactive approach towards achieving your retirement goals. We
assist you in determining the proper strategy to minimize current
and future taxes and maintain a desired lifestyle at retirement.
Real Estate Tax
Planning
Planning for the acquisition and sale of real estate, including
the determination of the optimum ownership structure for real estate
purchases and providing strategies for tax-advantaged dispositions,
including tax-free exchanges and installment
sales.
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