Estate planning can be greatly reassuring for you and those who are most important to you. We provide support that allows you to plan as efficiently and effectively as possible. Our services include:
Creating net-worth statements
Reviewing existing estate planning and trust documents
Coordinating with your attorney and accountant when appropriate
Managing trust assets
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.
Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.