Tax Planning
Every legal, financial, and business decision has tax consequences. That’s a fact of life. When you make those decisions, your non-tax goals must come first. You should never lose sight of them. But if you can achieve them in a tax-favored manner, so much the better. In working with you on your estate and business planning, our forte is dealing with the “transfer taxes”: gift, estate, inheritance, and generation-skipping taxes.
We also carefully coordinate our efforts with your CPA or other income tax advisors. The better they are, the better we can be.