Our professional advisors will help you plan for your and your family’s future as well as act as your advisor on philanthropic contributions you choose to make. We monitor the plan over time and make recommendations for adjustments where necessary.
Our expertise includes:
- Tax compliance and planning
- Assistance with estate administration
- Charitable trusts
- Grantor trusts, including:
- Intentionally defective grantor trusts
- Qualified personal residence trusts (QPRT)
- Revocable living trusts
- Grantor retained annuity trusts (GRAT)
- Family partnerships and LLCs
- Irrevocable trusts, including life insurance trusts, credit shelter trusts
- Dynasty trusts
- Private foundations
For more information, contact us today.