Estate Planning

Estate planning is a large task involving multiple professionals.  The major points of consideration are a Living Will, Trusts, Marital Deductions, Succession, Life Insurance, and Charitable Contributions.  Chris asks pertinent questions to help clients reflect on the details of the planning process.  He also relies on a team of experts, the Advanced Planning Group, for well rounded thoughtful recommendations.  Our goal is to provide you the peace of mind that comes with knowing you've covered all your bases.  Our experts specialize in taxes, law, trusts, financial planning, and other uniqiue situations relating to estate planning1.  We work with each client to address individual needs.  Below are some of the more popular topics related to estate planning:

 

Basic Estate Planning

Avoiding Probate with a Revocable Living Trust

Asset Protection Strategies

ILIT

Ways to Minimize Transfer Taxes

RALA

Powers of Attorney

Dynasty Trust

Marital Property

Children with Special Needs Checklist

Asset Titling

Divorce Issues

Estate Liquidity

Gift Tax Annual Exclusion

Income Tax Planning

Family Limited Partnership

Multi-Generational Legacy Planning

¹Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.