We often provide advice and assistance to clients who desire to make significant gifts to charity. We can help clients implement outright transfers to charitable organizations, charitable remainder trusts, charitable lead trusts, and private family foundations.
Individuals serving as trustees engage our firm for assistance with trust administration, including monthly monitoring of the investments held in the trust, preparation of the annual accounting for the trust, and preparation and filing of the annual tax returns required for the trust.
The tax laws have been modified to enable most individuals and couples to transfer wealth without engaging in complex tax planning techniques. However, for clients who continue to have exposure to estate taxes, we can advise and assist.
We have over 30 years of experience working with clients, helping them preserve and protect their assets and provide for their loved ones.
