Estate Planning

GRATs and GRUTS and CRATs and CRUTs - and don't forget Family Limited Partnerships.

These are all techniques to help insure that your wishes are carried out after your death - with the taxman taking only a minimum share. Some are quite simple and others, more extensive. We always try to help you decide if the costs are worth the benefits.

  • Wills and powers of attorney
  • Healthcare proxies
  • Estate liquidity problems
  • Wealth transfer mechanisms

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