Maximize Your Legacy. Minimize Estate Taxes.

It your net worth exceeds $15 million, your estate may be subject to a 40% federal estate tax—significantly reducing what your heirs receive. Without a strategic plan, a significant portion of your estate could go to the IRS. We help high-net-worth families:

  • Reduce estate taxes legally

  • Avoid probate delays and administrative costs

  • Protect family assets for future generations

  • Maintain control over how and when your wealth is transferred

Why Choose Us for Estate Tax Planning?

Estate planning sits at the intersection of tax law, financial structure, and legacy. Our dual expertise in tax and financial advisory means fewer advisors, less complexity, and better results. We help you reduce taxes, protect wealth, and achieve your long-term goals—all with one trusted partner.

Break-down of our estate tax planning process

1. A deep-dive analysis of your financial picture

  • Review net worth, income streams, gifting history, and business/entity structures

  • Analyze tax returns, balance sheets, and projected cash flow

  • Identify estate tax exposure under current and future laws
    📈 Time estimate: 5–10 hours

2. Scenario Modeling & Tax Impact Analysis to choose strategies for tax savings

  • Lifetime gifting (annual exclusions, lifetime exemption usage)

  • Advanced strategies like GRATs, IDGTs, and SLATs

  • Projected tax liability under changing exemption thresholds
    📈 Time estimate: 10–30 hours

3. Entity and Trust Structure Planning with your estate attorney

  • Structure FLPs, LLCs, and trusts aligned with your goals

  • Implement valuation discounts and transfer strategies

  • Coordinate business succession planning
    📈 Time estimate: 10-20 hours

4. Gifting & Transaction Execution Support

  • Prepare and file Form 709 (Gift Tax Returns)

  • Track basis, support appraisals, and document trust funding
    📈 Time estimate: 5–10 hours per transaction

5. Ongoing Coordination & Advisory

  • Join family meetings and annual planning reviews

  • Coordinate with your attorney, investment advisor, and insurance team

  • Maintain compliance (e.g., Crummey notices, trust distributions)
    📈 Time estimate: 40+ hours annually

6. Tax Return Preparation

  • Prepare trust (1041), business (1065/1120S), and estate tax returns

  • Allocate income correctly to beneficiaries and related parties
    📈 Time estimate: 20+ hours per return

Estate tax planning isn’t just technical—it’s deeply personal. We’ve built this firm with purpose, and a long-term vision: to guide you now and be there for your loved ones when it matters most. Our clients gain more than a plan—they gain peace of mind knowing they have a trusted advisor by their side for generations.