Too often families wait until late in life to plan the distribution of their estates. By starting early in life, you can focus first on building an inheritance and later on preserving and protecting the assets you’ve accumulated.
Our advisors can help throughout the lifetime estate-planning process. For example, we can help value your assets, discuss trusts, examine the implications of joint ownership and identify an executor. Our advisors also can help with such specific tax issues as the federal estate tax, unified credit for estate and gift taxes, marital deductions and generation-skipping transfers.