Experienced. Friendly. Professional.

Providing outstanding tax and accounting services.

Contact Us

Estate and Gift Tax

Are you a high net worth individual that wants to have control of where your assets go upon your passing and reap the available tax benefits achieved via proper planning. My firm works in conjunction with attorneys to make sure your assets go where you want them to go while providing a formula that provides you with a mix of asset protection and tax savings that fits your needs. Whether you would benefit by setting up a family limited liability company or partnership to gift to one or several beneficiaries at a discounted valuation and/or an irrevocable life insurance trust to make gifts that cover your life insurance premiums while providing a death benefit to beneficiaries upon your passing, my firm is here to make sure your decisions are the best decisions for you and your loved ones.