Estate & Gift Planning

You may have an estate plan in place already, but this requires constant monitoring to make sure your intended goals will still be accomplished. Wills, trust documents and related estate planning documents should be reviewed in light of current estate tax laws to ensure effectiveness. Minimizing transfer taxes may not be your ultimate goal. You may wish to transfer assets to certain heirs despite being fair and equal or you may wish to incorporate the use of trusts that will continue past your lifetime in order to accomplish certain transfers despite the additional costs and administration. Your goals should always be at the forefront of any estate and gift tax planning.